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  Q. What is the Employee Communication Wizard?

  A. With an upload of census information and a few clicks in our EC Wizard, you can create customized reports for the employees including:

Paycheck Illustration - Details the impact of take home pay, tax savings, and projected accumulations for a variety of deferral percentages.

Savings and Investment Graph - Graph detailing the year by year impact of savings at chosen deferral percentages.

Enrollment Forms - Illustrates federal and state tax savings for each employee at various deferral percentages based on income, marital status, and withholding assumptions. This format also captures investment elections for each employee.

Retirement Needs Analysis - Illustrates individual financial needs at retirement.

 
 

 


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