We take the heavy lifting off your shoulders when it comes to employee communication and service, so you can concentrate on your business.
Here are just some of the services we provide your employees:
Plan specific materials—conversion, enrollment, plan changes, investment education, loans, withdrawals, distribution planning, post-retirement planning.
Financial planning materials1—budgeting, financial management, college planning, estate conservation, long-term care, charitable giving, employment transitions.
Investments2—your financial professional coordinates your plan’s education program and is available to conduct on-site meeting, including educating employees about how to invest in the plan and make distribution decisions when they leave the plan.
Call center—24 hour toll-free phone service allows participants to receive total and segmented balances, enroll, change a PIN, change investment elections, redirect current balances, model or request a loan (if plan allows), request a brochure or interim statement, hear investment results, or request an experienced call center representative in English or Spanish.
Internet services—employees can access their account information and make transactions at any time on our Web site, or review educational plan or financial planning information.
1 The information contained therein is of educational purposes only and does not constitute investment, financial, tax or legal advice.
2 Neither Wachovia Bank, N.A. nor any of its affiliates, including employees and representatives, may provide "investment advice" to any participant or beneficiary regarding the investment of assets in an employer sponsored retirement plan.
Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA
/SIPC.
Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate