401k Plans

Washington Employers and The Principal Financial Group offer retirement plan design, implementation and administrative services utilizing a fully integrated "bundled" approach. The Principal was chosen because they are a recognized leader in the 401(k) retirement plan market. Here's why:

Experience: Providing administrative services to more 401(k) plans than any other insurance company, bank or mutual fund-over 32,000 401k plans in place nationally.
Investment Choice: Diversified array of 32 institutional investments plus access to brand name mutual funds, including Fidelity, Janus and INVESCO.
Technology: Internet or toll free telephone access to review daily account history, make investment transfers and review individual rate of return.
Employee Communication: Provide comprehensive employee communications materials and "on-site" meetings, individualized retirement projections, enrollment materials and assistance.
IRS Compliance: Comprehensive compliance services include plan document preparation, annual 5500 report, and monitoring of more than a dozen "discrimination" tests and IRS code sections.

For a review of your current pension plan or to discuss the options for a new plan, please e-mail pensions@wa-emp.com.