We pride ourselves in the comforts we offer clients.
We understand that accessibility and immediate response to the needs of trustees and members are keys to a successful relationship.
With Ullico Retirement Solutions, we bring it all together for you:
- Single point of contact for the plan sponsor
- Expert plan design, analysis and support
- Annual employee education meeting
- Individual member consultations
- Responsive member representatives
- Robust technology and reporting
Members have 24/7 access to information online or through our Call Center from 8:00 a.m. to 8:00 p.m. ET:
- Balance inquiry
- Trading by fund and source
- Account rebalancing
- Loan modeling and initiation
- Hardship and in-service withdrawals
- Distributions/Rollovers
- Online enrollment of new participants
- Transaction history
- Performance reporting
- Online statements
- Personal rate of return
We offer daily valuation record-keeping and reporting services:
- Quarterly member statements
- Daily valuation and maintenance of member level accounts by source and investment
- Daily transfers and investment election changes
- Unlimited account transfers for plan members
- Electronic payroll processing
- Vesting service computation
- Daily processing and reconciliation of contributions, distributions and transfers
- Calculation of required minimum distributions