At WealthHarbor Retirement Services we use a multifaceted approach to making your employees comfortable with their 401(k). This includes on-site enrollment presentations, simple to understand enrollment documents, one-on-one level consultations to answer questions and provide advice, and a very user-friendly web site designed around the needs of your employees.
Your retirement plan is only as good as your participants perceive it to be. The WealthHarbor Select 401(k) caters to the needs of your participants.
Participant-Friendly Web Site
Whether your employees want a simple check on account balances, investment assistance, or enrollment information; our easy to use web site delivers. The site is designed with your participants in mind. It is a non-complicated, plain English, easy to maneuver resource that will provide needed information to your employees and time saving functionality to you.
Investment Assistance
The level of investment experience varies greatly among participants. Because WealthHarbor is a Registered Investment Advisor, we can provide assistance to your most sophisticated participants on fund selection and asset allocation, as well as offer a managed portfolio for those participants that want to leave the investment decisions in the hands of the professionals. This level of investment expertise cannot be delivered by traditional plan providers.
Enrollment
WealthHarbor Select 401(k) offers both the technology for on-line enrollments as well as the professional service of in-person enrollment meetings. You make the selection. We provide the service. Your enrollment guides are specifically designed to be simple, easy to understand and a complete source of information.
Personal Service Access
Sometimes assistance needs to be delivered person to person. In addition to the vast information available on the web site, WealthHarbor and our record-keeping partner offer responsive email and toll-free participant assistance. Most inquiries can be answered immediately. For the tougher questions, our pledge is 24-hour response time.
Plan Statements
Why wait around for a quarterly statement? The WealthHarbor Select 401(k) allows participants to print statements any time and for any time period. You can print a statement for the last 8 months or the last 3 days. It’s as simple as a couple of clicks on the computer. Quarterly statements are also provided for participants that prefer the more traditional approach.