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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
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