Take a look at what's coming
July
Recently, we introduced you to Ascensus and shared some initial information about your plan’s migration. Now that your migration is set for November, we’re excited to begin sharing more information with you as we move ahead.
Be sure to visit the Resources page for previews of what’s ahead for payroll, participants, and additional information to help you run your plan with ease post-migration.
August - September
Before your plan moves to Ascensus, you’ll be informed of certain deadlines by which you can submit contribution files, distribution and loan requests, and other transactions prior to migration. We’ll share specific dates as we get closer.
October-November
Ahead of migration, we'll email you all the details you need to access your new plan website and continue managing your plan.
Weekend of November 14: Complete migration
Your plan will securely migrate to the Ascensus recordkeeping platform. We'll let you know as soon as your plan's migration is complete.
A new financial wellness experience for participants
After migration, your plan will include an award-winning, holistic financial wellness program from Financial Finesse—a leading independent provider of unbiased workplace and financial wellness benefits. Employees can look forward to 100% confidential, unbiased guidance to improve their financial well-being, including and beyond retirement.
54%
increase in employees who are "on track to retire comfortably"
41%
increase in employees classified as "financially resilient"
34%
decrease in employees with "unmanageable financial stress"
Source: Financial Finesse Financial Wellness Think Tank, five-year study of engaged Financial Finesse users from 2016-2021. Financial resilience is defined as having a handle on cash flow, being comfortable with debt, paying credit card balances in full, and maintaining an emergency fund.