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Participant/Employee Services

No matter how well your plan is designed or how accurate the administration, your employees will only perceive the plan as a competitive advantage if the information available to them is appealing and meaningful. Our TPA system and procedures allow for a great deal of flexibility in this regard... allowing us to work together to create meaning for your employees and provide timely participant services.

Some of the services we provide to your employees can include:

• Customized participant statements (can include company logos, charts, messages, etc.)
• Direct mailing of statements
• E-statement availability
• Comprehensive, highly customizable online and phone account access (view a demo)
• Termination, in-service and hardship distributions, calculations and paperwork (electronic distributions are available)
• Loan requests, calculations and paperwork (electronic loans are available)
• Calculation of required minimum distributions (RMDs)
• Projected retirement account statements
• Total compensation reports depicting total salary, direct benefit payments, indirect benefit costs, etc.

If you don't see what you are looking for, or have questions about our services, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes Randall & Hurley unique.