EMERGING BUSINESS RETIREMENT PLAN
Managing your employees’ retirement plan is a big responsibility, one that grows as your company grows. Wachovia Retirement Services offers a full-service, easy-to-manage retirement plan that allows small but growing companies to provide for employees’ financial futures without losing focus on business.
Our plan provides the features and benefits typically associated with larger plans, but at a lower price that small businesses can afford.
A Plan Your Employees Will Like
- A wide range of investment options from the most respected names in the investment management industry
- The investment tools and support your participants need to select and manage their investments over time1.
- A suite of customized multi-media tools to generate interest, build understanding, and encourage participation among your employees.
- Full-service, 24 hours a day, seven days a week support for your participants from a dedicated call center.
A Plan that Gives You Peace of Mind
- Directed trustee, custody, recordkeeping and administrative services
- Fully automated, multi-fund family trading2
- Compliance testing and reporting, including assistance with plan document preparation and Signature Ready Forms 5500
- Full-service participant service centers and voice response units
- Internet sites for participants, sponsors and financial professionals
- Participant statement production and fulfillment
- Sponsor and participant communications
AdviceTrack® - A Plan Management Tool
One of the programs we offer is AdviceTrack®, which serves both plan sponsors and employees with the management of savings and investing plans. It features three components:
- A managed investing feature
- A managed saving feature
- Personalized service with access to objective, professional investment advice from Morningstar, Inc.3,4
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