Plan Management
First Mercantile offers one of the most advanced automated reporting
and servicing platforms in the industry today. And it's available at
your fingertips at plnsponsor.com.
We build our online capabilities and tools around the
responsibilities you have as a plan sponsor. They are designed to be
comprehensive, flexible and easy to use.
- Our e-Distribution service allows you to submit a paperless request
for a participant distribution and view and track distributions,
including loans. This service allows you to expedite the distribution
and helps you answer your participants' distribution status questions.
- Use e-Deposit
to submit your contribution file securely. For added efficiency,
use our Pay Direct
service. We'll debit your bank account and allocate participant
contributions per your file. We'll then send you a confirmation when the
allocation is complete.
- Our e-Maintenance service helps you maintain participant records.
You can easily update vital participant information as well as add basic
information and investment elections for new participants.
- We created
e-Reports to help you regularly monitor plan information.
Simply select the report you want, the format that best suits your
needs, the email address to which you would like it sent, and the
frequency with which you want the report. Going forward, simply check your inbox to
monitor your plan information.
- It usually takes a multi-pronged attack to effectively communicate
with your employees about plan changes or announcements. So we give
you the ability to create and post a message or commentary on your
participants' web site and/or their quarterly statements.
For a comprehensive web demonstration of these capabilities, please
contact the First Mercantile Sales Department.
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