Single-Threaded Service Model
We start on day one. That’s when you’re assigned a dedicated, fully trained team of resources to your account. Day-to-day multi-dimensional management will be handled through your Relationship or Account Manager, who will be your single point of contact. Our Vice President of Client Services, Jennifer Tanck, is supported by an executive team that will be linked to the team that provides executive-level guidance and strategic direction—ensuring corporate resources are aligned with your needs. All our clients are served by our quality-driven, multi-disciplinary team of industry-experienced retirement management professionals—receiving accurate, timely and efficient services. It’s an innovative approach to customer care—we call it our single-threaded service model.
We support customers and participants quickly and thoroughly, providing guidance to deliver best-in-class smart retirement solution services, education, training and communications.
- Our operations are built on our corporate value that our clients are our priority, it is our job to know their business, and delivering a superior client experience is expected.
- Our service approach focuses on our customers’ needs, ensuring that any type of assistance required can be delivered quickly, easily and accurately—the first time.