Phase I: Open Enrollment

We work with the plan sponsor, the service provider, and plan participants to coordinate open enrollment through services such as:

  • Pre-enrollment materials
  • On-site group enrollment meeting with licensed securities representatives
  • Webinar enrollment meeting capabilities for remote staff
  • Enrollment presentation discussing plan features and investments
  • Participant asset allocation assistance
  • Customized enrollment booklets with:
    • Enrollment Form
    • Beneficiary Designation Form
    • Rollover Form (if applicable)