Participant Service Department

Participant needs and requirements shouldn’t burden your staff or distract our Client Services Department from serving your needs.  Our Participant Services Department meets the specific needs of your plan participants with timely and informative response including:

1. Bi-lingual staff (English and Spanish)
2. Assistance with participant loan modeling
3. Coordination of loan and distribution checks
4. Direct communication with terminated participants
5. Preparation and coordination of required distribution notifications
6. Preparation of necessary Participant Loan documentation

Tony Participant Services Representative	Amber Participant Services Manager	Yvett Participant Services Representative