For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Products January 29, 2009
Hartford Teaches Advisers to Use Form 5500 to Improve Client Service
January 29, 2009 (PLANSPONSOR.com) - The Hartford
Financial Services Group, Inc. has launched a new educational
campaign to help financial advisers review retirement plan
clients' needs, improve plan designs, and enhance employee
participation.
Reported by Rebecca Moore
The campaign demonstrates to financial advisers how to use clients’ Form 5500 to help them identify potential problems with their 401(k) plans, according to a press release. As part of the campaign, The Hartford created a brochure that takes advisers through each step necessary to complete Form 5500 and provides tips for improving existing plans, enhancing service, and educating participants.
Contact information is included so advisers can get assistance with customized prospecting reports, review Form 5500 filings with the Internal Revenue Service, and schedule a meeting with one of The Hartford’s 94 retirement sales directors.
The Form 5500 must be filed annually by employers to record operational and financial information about their 401(k) plan, including data on employee contributions, participation levels, and how assets within the plan are invested.
More information is at www.thehartford.com .
« Cash Balance Plan Participants' Document Requests not Subject to ERISA Time Limit