WHAT TO EXPECT FROM STRAIGHTLINE
Enrollment Presentations
To help your employees make an informed decision regarding their 401(k)
accounts, StraightLine will present our Pro(k) enrollment presentation
and answer any questions your employees may have about our service. We
can schedule one or several presentations depending on your company’s
needs. We can also schedule presentations throughout the year as
needed for new enrollees.
Face-to-Face Meetings
In a time when Wall Street has all but abandoned personal service for
average investors, StraightLine is firmly rooted in the philosophy that
no one should trust their investments to someone they haven't met. That
is why a face-to-face meeting with each client is the foundation of our
company. We encourage your employees to contact us anytime they have
a question regarding their account.
Individual Enrollment Meetings— Risk Assessment
We will schedule individual one-on-one meetings for the employees who
decide to use our service. At this meeting we'll ask each employee a
series of simple questions that will help to clarify how much risk they
are willing to accept and what their savings goals should be. We’ll
analyze your retirement plan and create a personalized portfolio that
is fully diversified and in line with their goals and risk profile.
Quarterly Statements & Newsletters
Employees will receive quarterly updates from our experienced research
team. In addition to statements regarding personal account balances and
activity, our clients learn what we’re seeing in the marketplace
and how different political and economic events could affect their investments.
Constant Monitoring & Portfolio Updates
Our research team will actively manage your employee's retirement account
and make changes as market conditions warrant. Any time we make a change
to their account we will notify the employee.
Annual Reporting
To assist you in satisfying your duty of prudence in selecting
and reviewing managed account providers, StraightLine will provide
you with detailed annual reviews of the following:
- Plan Investment Analysis
- Model Allocation Construction
- Risk Tolerance Determination
- Enrollment Procedures
- Communication Platform
- Ongoing Monitoring Requirements
- Fees
- Comparisons with Other Advice/Management Providers
Outstanding Personal Service
We strive to establish and maintain the very best customer service
practices for our clients. It is our ultimate goal to "set the bar" in
the managed account industry, so that everyone else is measured by how
their services compare to StraightLine. If you ever have a question about
your retirement plan or our Pro(k) service please contact us—we're
here for you.
Marketing Support
StraightLine will fully support your efforts to inform your employees
about our Pro(k) service. We can provide you with posters, payroll stuffers,
flyers, email templates, text for newsletters or whatever you feel will
best allow you to communicate this important message to your employees.
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