Online forms for participants and HR/Comptroller/CPAs

 

Because they are moving to another employer or simply because they are purchasing a new home or life happens--It is vital that when a participant needs access to their retirement account, that they have a simple method to get their money, not some rigmarole or a stack of paper (poor environment!) or pages of fine print. It's about ease and accessibility.

We also wanted the same ease for CPA's and Employers who partner with us.  You now have the simplicity of a few clicks to securely send on a portal specific to your needs. From your mobile device? Sure, why not.

 
 
Faith Keith, Schnitman Group