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Account Access

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Expanded Personal Account Performance Tools for Participants (PARTNERS EDGE NEWSLETTER 11.2014)

RiversEdge Advanced Retirement Solutions has provided online account performance tools to participants for several years now. Recently, by working in unison with our technology partners, our online Personal Performance Tools were enhanced to even more effectively help participants understand how their retirement accounts have performed over time.

In addition to the excellent investment analytics already available, several updates were released that give you (and the participant you are working with) the ability to mine data and review it in several different ways.  Included now are options that give you and participants access to… READ MORE

 

4 Required Search Steps: DOL Issues Updated Guidance for Locating Missing Participants (PARTNER’S EDGE NEWSLETTER 10.2014)

In mid-August 2014, the Department of Labor (DOL) issued updated guidance for locating missing participants who have an account balance in a qualified defined contribution plan that is terminating. While the fiduciary’s responsibilities for locating missing participants haven’t changed, the guidelines for finding them have.

Plan fiduciaries who have attempted to reach a plan participant using their last known physical address and/or email address unsuccessfully, should proceed as described in these 4 required search steps… READ MORE

RiversEdge Delivers Mobile Access to Retirement Account Participants (PARTNER’S EDGE NEWSLETTER 6.30.14)

RiversEdge is pleased to share that RIVERSEDGE MOBILE was released to iPhone, iPad, iPod and Android device users this past week (June 24th) and can now be downloaded through the device app store utilized by Plan Participants…. READ MORE ABOUT THE APP

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Retirement Calculators

These calculators are provided to assist you but should not serve as a substitute for advice from a qualified investment advisor.

Please note that all financial calculators require a Java enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.