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PSG
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Marketing/Pre-Sale Support
- Sales Support assistance via dedicated toll-free line
- Customized partner proposals
- Complete proposal fulfillment and tracking
- Regional Vice President support
- Customized proposal and new plan sales reporting
Installation and Plan Set-Up Services
- Dedicated Installation Representative
- Document services including prototype plan document & Summary Plan Description
- Volume submitter plan documents
- Adoption Agreements
- Plan Amendment/Re-statement services
- Document review
- Plan installation/conversion service guarantee
- Comprehensive Installation kits
- Plan Administrator's Guide
- Data Standards Group - detailed review of payroll submission methods
- Master set of transaction forms
- Production of customized enrollment brochures
- Set-up of Contribution submission calendar
Ongoing Administrative Services
- Call Center and Participant Services Representatives available M-F 8AM-7:30PM ET
- Daily valuation of participant accounts
- Automated tracking of eligibility
- Investment guidance/advice via Morningstar®Retirement ManagerSM
- Quarterly nondiscrimination testing
- Quarterly participant account statements mailed within 15 calendar days of quarter-end
- Participant Statement Processing Service Guarantee
- Quarterly Administrator's report
Contributions:
- Contribution Processing Service Guarantee
- Payroll Processing via the Web
- ACH contribution submission
Distributions:
- Distribution Processing Service Guarantee
- On-line Plan Sponsor distributions (due to termination)
- On-line Participant distributions (due to termination)
- Transaction forms customized by plan
- Distribution to Death payouts
- Distribution Due to Qualified Domestic Relations Order (QDRO)
- Annual 1099R mailings
- Annual Required Minimum Distributions
Loans:
- Web and IVR loan modeling & loan requests
- On-line approval/decline by plan sponsor
- Multiple outstanding loans per participant
- Automatic loan default notifications