The platform, available through Ziegler Investment Services registered investment advisors and consultants, is designed for companies with between 25 and 500 employees. The platform will be marketed through Ziegler’s proprietary fund family, North Track Funds.
The North Track e401(k) will give employees real-time access to plan-level information, automated payroll editing and customized historical transaction reporting.
Plan participants will receive interactive retirement education tools and paperless transaction services, including:
· account balances with detailed views,
· deferral rate changes,
· investment elections changes,
· fund transfers, and