Eligibility Determination

Eligibility Determination Determining required plan eligibility We are pleased to provide these instructions to assist you, the Plan Sponsor, in administering the determination of retirement plan eligibility. It is important that your organization’s Plan...

Download Information

Download-information Learn more about downloading the mobile app 1. What are the operating system requirements for the mobile app? iOS 11 and above Android KitKat (4.4) and above The mobile app is not tailored for iPad and Android tablets but can be used on these...

Dollar Cost Averaging

Dollar Cost Averaging What is Dollar Cost Averaging? ● Investing the same dollar amount every month, regardless of market conditions and fluctuating prices. ● This strategy helps to reduce your risk of loss over time. Also, by investing regular amounts as opposed to a...