General and Administration Information

General and Administration Information

How can I have more information regarding the program?

Find out more about the way the plan works. For those who have any questions regarding the master plan, please phone the HELPLINE and a Representative is supposed to be pleased to help you.

The other services does the program offer?

Plan representatives can give you resources, academic product, and specific attention that will help you make smartly chosen options when you are planning for your retirement. Our staff has arrived to assist you with searching for the master plan after which managing your account up to and throughout retirement. The information and knowledge we offer is for the purposes that are educational and it is maybe maybe perhaps not meant as investment advice.

What’s the HELPLINE?

The master plan’s toll-free HELPLINE solution can be your resource that is primary for inquiries concerning your Plan account or situation. The HELPLINE is really a specialized staff of full-time, licensed and FINRA-registered Representatives. They truly are offered by 8:00 am to 11:00 pm Eastern Time, Monday through Friday, and 9:00 am to 6:00 pm on Saturday, except vacations.

Are there any plan that is local?

The master plan’s Account Executives offer regional solutions towards the Plan’s individuals and employers that are participating. They conduct specific and team training sessions at participating on-site work areas about signing up for the program, investment education, and planning your your retirement because of the deferred settlement plan.

Account professionals have actually a thorough working knowledge associated with terms and conditions regarding the Arrange, relevant IRS regulations, the master plan’s investment choices, and procedures for accessing account information and initiating deals. The Account Executive has expertise in the economic solutions industry and holds a string 6 and 63 permit through the Financial business Regulatory Authority. Continue reading