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Pathways Plan Services®
Wright’s Pathways Plan Services® program is a flexible and comprehensive service that includes plan administration and record-keeping, investment management, participant education and marketing and sales support. This package features:

Multiple Fund Family Investment Options
Mutual fund families available as investment options for Pathways participants currently include, among others:

  • American Century
  • Federated Investors
  • Fidelity
  • Janus
  • Neuberger Berman
  • Warburg Pincus
  • Wright Investors’ Service

Daily Valuation of Assets
Daily valuation of participant account market values is available by telephone or internet access.

Voice Response Unit
If the plan sponsor chooses daily valuation, participants will enjoy immediate toll-free access to accounts for inquiries and exchanges.

Internet Access
A unique web site can be set up for the company’s plan. With personal identification numbers, participants can access account balances, exchange fund shares and/or get loan information.

Quarterly Participant Statement and Newsletter
All the information participants seek to know, including investment education, investment performance updates and detailed account balance information, is presented in an easy-to-read format.

 

These plans use IRS approved prototype documents designed to meet the needs of small businesses beginning an employee benefit plan – at a low cost. For more information click on Pathways Plan Services® and/or QuikPath®  or call William Gedney at 1-800-232-0013.

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