Employee Support

Helping people learn and make decisions their way

That's why we use virtually every practical communication medium to help your employees prepare for retirement and reach other important financial goals. With our suite of education and advice programs, we can help set them up for success.

Communications Approach

Our communications approach is designed to create awareness, educate and motivate employees to take action, with personalized information to drive specific behaviors based on life stage, career milestones or corporate events.
We offer a wide range of communications across all touch points including:
  • Targeted print campaigns
  • Multi-media electronic enrollment
  • Group meetings
  • One-on-one consultations
  • Online through our proprietary Web site
  • Over the phone through interactive voice response and live service reps
Our Participant Service Center has been certified for providing "An Outstanding Customer Service Experience" for six years in a row (2005–2009) by J.D. Power and Associates.1 Our Representatives are Series 66 and Series 7 licensed.
1 For certification status, a call center operation must perform within the top 20 percent of customer service, based on J.D. Power and Associates' cross-industry customer satisfaction research. For J.D. Power and Associates Certified Call Center Program information, visit www.jdpower.com
25 percent of all workers and retirees have no savings at all.*
Helping Employees Reach
Financial Wellness
Plan Sponsor magazine interviews Andy Sieg, Head of Bank of America Merrill Lynch PDF
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176