Voice Response Unit
Our proprietary voice response unit makes enrolling in one of our suggested strategies as easy as picking up a phone. This system interfaces with our database, so when you call in and identifies yourself, the system knows Options 1 and 2 given in your report and asks in which one you want to enroll. It is a simple matter of choosing the option and the type of contribution increase – one or multiple steps. Once your enrollment is complete, the data is sent to the appropriate record keeper for processing.
Now participants have confidence in the retirement planning process because they understand why they need specific deferral amounts into specific investments to attain the retirement lifestyle they want.
Our proprietary voice response unit makes enrolling in one of our suggested strategies as easy as picking up a phone. This system interfaces with our database, so when you call in and identifies yourself, the system knows Options 1 and 2 given in your report and asks in which one you want to enroll. It is a simple matter of choosing the option and the type of contribution increase – one or multiple steps. Once your enrollment is complete, the data is sent to the appropriate record keeper for processing.
Now participants have confidence in the retirement planning process because they understand why they need specific deferral amounts into specific investments to attain the retirement lifestyle they want.
