The EZ 401(k) Solution's platform provides advisors with the tools to create a long-term, mutually beneficial relationship with plan providers, plan sponsors and participants. Our environment puts Advisors in the forefront and provides you with service and support through each step of the sales process. As an advisor you have online access to your clients' plans. The Advisor Gateway allows complete 401(k) Account Management functions including...
- Selecting plan investments with the ability to design and manage your own asset allocation models
- Online access to total plan data and participant specific data
- View and print Activity & Reports
- Message Center to post bulletins and communicate with plan sponsors and individual participants
PLAN PROFILES
Advisors are able to view summary plan balances of all their plans on the system. Furthermore, via the Plan access panel advisors can view the specifics of each plan and individual participant accounts. To keep their clients informed about investments regarding the plan, the built in Message Center allows the Advisor to post bulletins and send/receive messages with plan sponsors and participants.
INVESTMENTS
The EZ 401(k) Solution's investment platform provides advisors with key advantages to help facilitate a long-term, mutually beneficial advisor/sponsor relationship. Our system gives Advisors the flexibility of selecting plan investments from any DCC&S fund available with Furthermore, based on the plan’s fund options, advisors can design and manage their own asset allocation models providing ongoing service throughout the life of a plan.
