Personalized onboarding experience
When you put your trust with us, you have a dedicated team that tailors the process to your preferred style. We keep you informed and cared for at every step, whether it’s through personal guidance, periodic email updates or support beyond standard business hours.
Our process can give plan sponsors a clear, accurate path from the start, with full transparency into what to expect at each stage.
Beginning with a kickoff meeting, plan sponsors receive a tailored onboarding timeline and are introduced to the dedicated liaison who will guide them through the entire process.
From reviewing census data to participant onboarding and issuing the first payment, we execute every step with care to help ensure a seamless and accurate transition from day one.
To help ensure continuity and a seamless service experience, plan sponsors will continue working with their dedicated liaison for all post-onboarding service inquiries. Plan participants have access to our U.S.-based Customer Engagement Center that puts care at the core of our pension payment services. A team of knowledgeable professionals are available Monday through Friday, 8 a.m. to 5 p.m. Eastern Time, providing clear, efficient and reassuring assistance — with multilingual support available as well.