Services to Fit Your Priorities
Our multi-faceted service model provides real human relationships and conversations, whatever the size of the plan. You’re never alone in finding the answers you need. Our client service model provides you with your own team of retirement specialists to help minimize the time you spend on plan administration.
Streamline retirement planning
Navigate the complexities of retirement planning with tailored solutions from Ameritas.
Customizable administration services to fit your needs
Manage the day-to-day aspects of plan administration, compliance testing, plan design and government filings with the option that best fits your organization. We work with you and your financial professional to find the administration model right for you.
Unbundled model
Employers can contract with their own third-party administrator (TPA) to provide these services for their plan. As recordkeeper, we work closely with your selected TPA to manage and maintain retirement account records, generate reports and support plan administration.
Bundled model
Employers can rely on our in-house administration team to manage and maintain retirement account records.
Freedom to choose the investments that serve the best interests of you and your employees
We don’t mandate any proprietary funds. You’re free to select the investments that are right for your group variable annuity or your open architecture plan. If you prefer, we team up with industry experts to provide optional services to manage your investment responsibilities.
3(21) service
Offers a flexible approach to provide fiduciary coverage for investment selection and monitoring. They recommend investment options, and you make the final decision.
3(38) service
Offers a “do it for me” approach for investment selection and monitoring. They assume full discretion for selecting and monitoring investment options.
3(16) service
Offers delegation of plan administration including distributing summary plan descriptions, soliciting and enrolling members and fulfilling reporting requirements.
We also provide optional services to help employees with investment decisions. Industry experts provide portfolio selections based on the employee’s situation and goals, then actively manage their account, looking to deliver results with less volatility.
Technology built for an enhanced experience
Our services range from enrollment and education to contribution processing and investment review.
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Enrollment made easy
Once your plan is in place, Ameritas makes it easy to get the enrollment process underway. Both plan sponsors and plan participants enjoy a quick and easy enrollment experience.
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Keep your plan running smoothly
Our website gives employers real access to plan and participant data in an intuitive and easy to use format:
- Plan health at-a-glance.
- Investment information.
- Payroll processing.
- Targeted campaigns.
- Daily activity access.
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A quality employee experience
A quality employee experience with a retirement plan doesn’t just help your employees. It reduces the number of participant questions and issues you need to handle. Your employees are likely to find the information and support they need directly from our resources and services, such as 401(k) FAQs and 457(b) FAQs.
Guidance and education are integrated throughout their experience. With automatic enrollment, progressive savings and plan defaults, our website, account statements and app get employees on track with little effort. This helps increase employee satisfaction and engagement.
How do I begin?
Retirement solutions from Ameritas are customized to the needs of your organization, and they start with a conversation. Tell us a little more about your needs and we’ll be in touch.