Highest Rated Areas of Service |
---|
Overall service to micro plans (<$5mm) | 14 votes |
Plan design flexibility and customization | 11 votes |
Enrollment materials, support and processing | 10 votes |
Adviser sales and marketing support | 8 votes |
Financial education and wellness resources | 8 votes |
Overall service to small plans ($5mm – $50mm) | 7 votes |
Participant call centers and phone support | 6 votes |
Quality and consistency of client service teams | 6 votes |
Regulatory or compliance support and services | 6 votes |
Fee clarity, accounting, disclosure or benchmarking | 5 votes |
Mobile apps and offerings | 5 votes |
Statements | 5 votes |
Web tools and functionality for advisers | 5 votes |