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Exceptional Service PDF Print E-mail

Acropolis is recognized for exceptional service. We understand that accessibility and immediate response to the needs of the sponsor and participants are key to a successful relationship.

 

THE ACROPOLIS RETIREMENT PLAN SOLUTION:

  • We take care of you! 
  • Single point of contact for the plan sponsor
  • Expert plan design, analysis and support
  • Annual employee education meeting
  • Individual participant consultations
  • Responsive participant representatives
  • Robust technology and reporting

PARTICIPANT INTERNET AND CALL CENTER ACCESS:

  • Balance inquiry
  • Trading by fund and source
  • Account rebalancing
  • Loan modeling and initiation
  • Hardship and in-service withdrawals
  • Online enrollment of new participants
  • Transaction history
  • Performance reporting
  • Online statements
  • Personal rate of return


DAILY VALUATION RECORDKEEPING AND REPORTING SERVICES:

  • Quarterly participant statements
  • Daily valuation and maintenance of participant level accounts by source and investment
  • Daily transfers and investment election changes
  • Unlimited account transfers for plan participants
  • Electronic payroll processing
  • Vesting service computation
  • Daily processing and reconciliation of contributions, distributions and transfers
  • Calculation of Required Minimum Distributions