Home
>>
Products and Services
>>
PSG
>> Plan Participant
State-of-the-art Technology
At Ascensus, we understand that plan
participants have demanding schedules which can make obtaining retirement
account information difficult. Ascensus uses technology to meet their growing
information needs.
We offer 24-hour access to the Internet and an Interactive Voice Response (IVR)
system to review account information and initiate transactions.
Participant web site functionality includes:
- changing future contribution elections
- making transfers among current funds
- re-allocating balances
- viewing share price/number of shares
- checking daily fund results and prices
- viewing fund and portfolio summaries
- modeling a sample loan
- retirement planning tools
- producing loan paperwork/request loans
- requesting distributions
- printing a statement-on-demand or enrollment brochures
- submitting contribution elections/deferral percentages
- Wireless Application Protocol (WAP) access via Palm Pilot™
- viewing financial activity history including contributions, distributions, earnings, and exchanges
Participant Services
Reliable plan processing is the cornerstone of a successful retirement plan and
helps to foster long-term client relationships. Automation is key, from an
automated process tracking system that checks the status of all transactions, to
an electronic fully automated trading platform we offer clients cost
efficiencies by leveraging our technology.