Service

Service

We are committed to delivering the highest level of service and building a lasting partnership with you. Our offices across the country provide regional and local support.

Call center

We provide participants with a proactive, high-touch experience.

With more than 600 representatives across all service center locations, our extensively trained retirement representatives can help with account transactions, plan inquiries, general information and research requests.

97% first-call resolution¹

Average rating of 4.5 out of 5 on satisfaction survey²

Our representatives:

• Provide Series 6- and 63-licensed expertise
• Have direct access to all participant information, including transaction processing
• Use a unique desktop that allows them to see what participants see on the website
• Are evaluated based on participant satisfaction

Relationship management

Your clients' relationship with us begins with a dedicated relationship manager who understands their organization and their plan. Our representatives deliver world-class strategic retirement solutions to meet your clients' unique needs.

Our team partners with you to keep your clients' plan running seamlessly

More than 450 relationship managers across the U.S. support your clients' needs.

Individualized training

Once the plan is up and running, your client will receive ongoing support throughout our partnership. This includes:

• One-to-one training for your clients and their staff to review all services
• Access to a comprehensive online administrative guide that serves as an easy-to-use resource
• An annual plan review that monitors and evaluates plan performance and that offers ideas to improve plan results