Plan Management

First Mercantile understands that time is money. Through our efficient, comprehensive web site designed specifically for consultants, our account management tools provide detailed account information, extensive up-to-date reports, performance monitoring tools, and investment management information.

• The e-Notification service gives you the information you need to capture rollover assets from plan participants by notifying you when a distribution request is made in one of your plans.
   
• The e-Reports service lets you schedule and receive a variety of plan management reports. Select the report, the format required, the email address to which it should be sent, and the frequency with which you want the report.
   
• Extensive investment management support includes fund profile sheets, fund performance evaluations, money manager fact sheets, and quarterly investment summary reports and publications. These publications deliver ongoing value as you meet with plan sponsors to discuss plan performance.
   
• Our watch list notification keeps you informed of the results of our Advisor Review Committee's fund monitoring process, in turn helping build stronger investment offerings for each client.

For a comprehensive web demonstration of these capabilities, please contact the First Mercantile Sales Department.