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