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Starting with initial enrollment meetings, we play an active and ongoing role in educating employees about the importance of saving for retirement. On our custom website, plan participants have access to learning resources as well as opportunities to review their selections and make changes to their accounts. TWG provides timely and age-based communications and offers personal interaction with our specialists.
Many sponsors engage us to perform plan and participant level investment advisory services. We offer a straight forward fee-based, independent approach we think you'll find appealing.
Participant Web Access supports an extremely competitive feature set.
We support participants with
Users may view:
- Account balances by source
- Account balances by investment
- Account balances by asset class
- Investment elections
- Contributions
- Transaction history
- Rates of return
Users may initiate (as permitted)
- Transfers
- Loans
- Investment election changes
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