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Benefits
for your employees
Comprehensive
Enrollment Information
This program gives employees
the education and information they need to make informed investment
decisions
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Broad
Choice in Investment Offerings
Few benefits hold the appeal
of direct control over a personal investment. Our investment options
enable your employees to choose the funds that best match their
investment objectives and financial situations, and to adjust their
choices as needed, giving them greater control over their financial
planning.
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Accurate
and Easy-to-Read Statements
Your employees will
appreciate the unique newsletter and quarterly statements. Together
they provide the information that your employees seek to know, including
investment education, investment performance updates and detailed
account balance information, all presented in an easy-to-read
format.
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Easy
Access to Information
The funds offered by the
program are among the best known in the industry. Extensive
investment information is available on these funds through a variety
of publications, including most major newspapers and financial
publications which report performance on a daily or weekly basis.
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Telephone
Exchange and Inquiry
Daily valuation provides your
participants with immediate toll-free telephone access to accounts
for inquiries and exchanges, providing timely execution of their
decisions and greater
peace of mind. Participants have unlimited access to the QuikPath
toll-free number.
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Ongoing
Education
Our communications program
extends far beyond enrollment. The QuikPath Communications
Program is a curriculum of investment education that recognizes
varying levels of sophistication and stages in life. Our unique
approach to employee communications is based on extensive ongoing
research. Well-chosen investment options, in combination with an
effective financial curriculum, will ensure that employee take full
advantage of the opportunities you provide.
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