The Department of Labor (DOL) has taken great interest in looking out for companies retirement plan participants, with a special focus on plan costs to the employee and the ability of employees to access information so they can make informed investment decisions.

Wipfli has made a substantial commitment to technology, and has formed strategic alliances with service providers to offer efficient daily record keeping services to our retirement plan clients, as well as access to mutual fund fee rebates to help clients reduce plan expenses.

Features

• Toll-free voice response system and Internet access for plan participants
• 24-hour access for plan participants to access account balances, make transfers, perform loan modeling, and many other such services

Benefits

• Multiple methods for participants to access their account information to help employees meet their fiduciary responsibility as plan sponsors
• Superior customer service as cost efficiently as possible