Valued services available to all of our customers include:
Customer Services
- Efficient annuity installation
- Exclusion ratio calculations, which reflect the nontaxable portion of the annuity benefit payment, if applicable
- Preparation of annuity certificates for each participant, explaining plan benefits and guarantees
- Notification to deferred participants prior to scheduled annuity starting date
- Address verification and locating service for lost annuitants
- For Group Individual Retirement Annuities, annual account statements indicating deposits, withdrawals, interest credits and account balances
Payment Services
- Electronic Funds Transfer (EFT), at no additional charge
- Withholding and reporting of federal and state income tax, if requested by the participant
- Special withholdings of medical or other insurance premiums
- Monthly annuity payments to a third-party administrator or contract holder for benefits due a group of retirees
- Annual cost-of-living allowance (COLA) increases
Contact Us
For more information, or to request a quote on any of our group retirement products, please contact one of our regional sales managers.
