Corporate Clients receive an on-line service with a range of features which range from access to data, documentation, plan information and flexible report writting tools.

Share awards and allocations can be viewed by participants on-line including details of shares, awards and current market values. Employees can also input details, model different scenarios, initiate exercises on-line and extract reports to help their tax returns and financial planning.

Deferred compensation or pension plan accounts can be viewed by participants on-line including details of contributions and investments with current market values. Employees can also input details of investment preferences, initiate investment switches on-line and extract reports to help with their tax returns and financial planning.

The same look and feel applies to all kinds of plan data and we offer single sign-on for ease of access.

In the next few months we will be extending our online services to private clients.