NEWS
System Enhancements
The new participant home page is a dashboard of information including:
- Account Messages - Important account messages are displayed front and center to keep your participants informed. Contact client services to post custom messages for your Plans.
- QuickLinks - Dropdown menu with hyperlinks for quick access to common functions.
- Total Assets - Displays the account value of the previous business day.
- Vested Balance - Displays the vested account value of the previous business day.
- Auto Rebalance - Notice of if the auto rebalance feature is activated for the account.
- YTD Contribution Summary - Shows all contributions by source with graphical bar chart.
- Recent Contribution Activity - Displays all recent contribution activity by source with Trade Date | Settlement Date | Dollar Amount.
- Investment Elections - Indicates the investment elections are either Model Portfolios or Custom Elections.
- Source Summary - Displays all source balances with graphical pie chart.
- Loan Summary - Displays all loan information with Amount of Loan | Payment Amount | Payments Remaining | Last Payment Date | Balance Due
- Distribution Summary - Displays all distribution information with Distribution Type| Process Date | Check Date | Dollar Amount
- Financial Advisor Information - Displays name, firm and contact information the financial advisor.
The new education center is built in to the platform and contains the following enhancements:
- Planning - A complete suite of 20 comprehensive calculators for retirement planning needs.
- Articles - 26 in depth articles from Standard & Poors regarding investing and saving for retirement.
- Tutorials - Interactive tutorials provide a multimedia experience with voice-over technology with compelling content in a format that participants can review at their own pace.
- Research - Access to news, ratings, quotes, earnings information to market commentary, market movers, indices, historical performance and more.
- Faqs - Informative questions and answers design regarding retirement plans and investing.
You may notice the appearance of your gateway change. If you have questions please feel free to call our call center at 866.634.5873.
401k ASP changes its name.
Tampa-based 401k ASP, Inc. saw a 200-percent growth in recordkeeping assets in 2009 which has led to the company more than doubling its staffing in that time period, as well as a name change to better reflect the expanding product lineup.
Learn More
Steve Benson just joined another outsourced recordkeeper.
The 401kWire has learned that the ExpertPlan veteran is taking a post as northeast sales consultant for Tampa, Florida-based ASPire (previously known as 401k ASP). Watch for ASPire to expand further soon.
Read More
CONFERENCES
DC Influencers' Summit: DC-iO 2010
April 20-21, 2010
Ritz-Carlton New York, Battery Park
New York, NY
ASPPA Annual Conference
October 17-20, 2010
Gaylord National Resort & Convention Center
National Harbor, MD