Investment Services

The investment options you make available to your employees is an important decision. We offer options ranging from the conservative to the aggressive and provide recordkeeping services for all plans. Our diversified selection of investments allows participants the opportunity to control their investments.

    Aggressive Growth Funds

    Balanced Funds

    Bond Funds

    Fixed Income Account

    Growth & Income Fund

    Growth Funds

    International Funds

    Money Market Fund

    Standard & Poor’s 500 Index Account

Participant Services

We offer convenient options to keep participants in touch with their account:

Toll-Free 800 Number - Allows participants to inquire about their account as well as control their funds. It also reduces the day-to-day involvement of the plan administrator. This service is available 7 days a week, 24 hours per day. With this service, participants can:

    Obtain total account balance and vested account balance
        per contribution source
    Perform transfers of existing funds
    Change investment elections
    Receive loan information (loan balances, loan repayments -
        principal vs. interest, loan modeling) and initiate loan paperwork
    Project balances to retirement
    Choose to speak with a customer service representative
        during regular business hours

 -Or-

Access via the Internet - We have made a substantial commitment to developing access of the above services via the Internet. Through a secure site, participants can view their account information and manage their accounts. Each participant has his or her own password and PIN code for immediate, secure access via the Internet.