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.
Some of these services include:
- The e-Notification service that gives consultants the information
they need to capture rollover assets from plan participants by
notifying them when a distribution request is made in one of your
plans.
- The e-Reports service that lets consultants schedule and receive a
variety of plan management reports. Select the wanted report, the
format required, the email address to which it should be sent, and the
frequency for each report.
- Extensive investment management support include investment profile
sheets, fund performance evaluations, money manager fact sheets, and
quarterly investment summary reports and publications. These
publications deliver ongoing value as each consultant meets with plan
sponsors to discuss plan performance.
- Our watch list notification keeps consultants informed at all
times 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.
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