CSD-RT RFP Recordkeeping_Administration Services Response 3-

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Prepared for Springfield R-XII School District
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 Digital Account Services & Education
 Voice Response and Contact Center Services
 Financial Planning & In-person Meetings
 Enrollment Sessions
 Workshops and Seminars
 Computer-Aided Retirement Planning
 Participant Statements
 Topic-specific Reports
 Participant Statements
 Guided Portfolio Services (GPS)
Onsite Education Experience
Financial Planning & In-person Meetings
Each employee’s finances are personal and unique. That’s why our experienced financial
advisors are thoroughly trained in financial planning and investment guidance. This level of
personal service sets us apart and gives participants an edge in reaching their financial
goals. When your employees schedule in-person consultations, they can expect clear,
unbiased guidance supported by a variety of computer-aided retirement planning tools.
Enrollment Sessions
Our enrollment sessions make understanding your retirement plan easy. Our financial
advisors are equipped with a wide variety of enrollment materials including:
 Plan highlights
 Forms
 Fund information sheets
 Prospectuses
 Educational brochures
 Posters
 Fliers
Using these media, our financial advisors are skilled at increasing plan awareness and
participation. With the permission of the plan sponsor, enrollment meetings are held onsite
at times convenient to employee work schedules. For employees who cannot attend a
scheduled enrollment session, financial advisors are available for individual in-person
enrollment meetings. Participants may also enroll through our voice response system or
over the phone with assistance from a Client Service Representative.
Workshops and Seminars
We have developed a full line of workshops and seminars that cover the complete spectrum
of education from cash management to retirement planning. Our first line of seminars deals
with Planning for Financial Security and the second deals with Retirement Strategies for
LifeTM. These two seminar packages may be given as a whole or each individual workshop
may be presented separately. All workshops and seminars include a participant workbook
for easy reference for future planning.