Solution Advisor helps you manage your plan efficiently by making the information you need easy to access.

Via the dedicated plan sponsor Web site, you can:

• Produce a variety of plan and participant reports
• View and update participant data
• View and edit plan information
• Manage enrollment
• Process contributions
• Manage the statement process
• Approve and process loans, distributions and rollovers
• Perform real-time compliance testing

A dedicated service team also supports you, and you can always access participant and investment information via touch-tone phone.

Participant information
Your participants also enjoy easy, convenient access to account and investment information via the Web or touch-tone phone, where they can:

• Check account balance
• Review performance history
• Make account adjustments
• Obtain investment information

In addition, a full range of educational materials are available online.

To contact an Institutional Trust & Custody representative, email us or call 1-866-681-5052.