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Participant Level Services
The success of the plan relies heavily on how the employee
perceives the benefit. Insurance Office of America's
qualified advisors will tailor a communication program
to properly educate plan participants. The communication
program will include, but not be
limited to:
- Ongoing access to Registered Investment Advisors
- Website Access and 24/7 voice response system
- Quarterly statements
- Newletters and market updates
- Retirement awareness events, such as 401(k) Day
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