If you are a participant of a group retirement plan, or an advisor representing a participant, please refer to your plan's toll free phone number to access an associate that supports your plan and account or contact your employer for assistance.
To Plan Sponsors
If you are a plan administrator, third party administrator, or investment advisor calling on behalf of a group retirement plan, please refer to your plan's toll free phone number to access a person that supports your plan.
To Institutions Looking for a New Outsourcing Recordkeeper
If you represent a bank, mutual fund, insurance, or brokerage organization, please contact Jennifer Chmel, AVP of business development at jennifer.chmel@retirementpartner.com.
Ms. Chmel does not have access to any current plan or participant account information.
Payroll
Bridge The latest enhancement from FASCore—The Payroll
Bridge Program creates a streamlined, seamless payroll interface solution.
Targeted
Messaging Tailor messages to your participants based on contribution
level, age and more.