Master plan is a retirement plan product designed specifically for Corporate Qualified Plans. MasterPlan's flexibility allows you to design a plan that fits your needs while remaining competitive in today's marketplace.

MasterPlan features include:

• Interactive web-site
• 24 hour voice response system
• Detailed reporting of account vesting level
• Detailed reporting of participant loans and on-line loan modeling and origination
• Summarized reporting to plan sponsors
• Revised administrative capabilities and bundled pricing
• Electronic contribution submittal with formats provided
• Real time transaction processing and tracking
• Educational Process included

These extensive product features and services demonstrate our commitment to provide innovative products, dedicated sales support and the best customer service in the corporate pension sales market. For more information about MasterPlan please call (787)832-0555 or 1-800-981-6545 de 8:00 AM a 12:00 PM y de 1:00 a 4:00 PM. Our plan is unique, press here to know why.

Education and Communications
Our focus is on the Employee and the Plan Sponsor

• 401(k) Enrollment Guide
  
• Videos
  
• Announcement/Meeting Posters
  
• Payroll Stuffers
  
• Fund Descriptions
  
• Saving Projector Slide Guides
  
• Quarterly Statements
  
• Quarterly Newsletters
  
• Participant Education Series (also available on the website)
  
• Re-Enrollment Materials
  
• All of our materials are available in English and Spanish

Participant Access Line
(available 24 hours/day, 7 days/week)

• Obtain Total Account Balances
  • All accounts summarized by fund and source
  • Vested account balances available
  • Statement faxed on demand
    
    
• Elections/Transfers
  • Verify choices or make new elections
  • Transfer existing assets all at one time
    
    
• Loans
  • Model and originate loans and check outstanding balances
    
    
• Access to:
  • Unit prices, PIN changes
  • Customer service representatives
  • NASD registered representatives available during business hours

Confidential retirement plan account access:
Your internet doorway for Retirement Plan Services on the World Wide Web

• View total Participant Account Balance
  • All accounts summarized by fund and source
    
    
• Initiate Account Changes
  • Allocation changes
  • Fund Transfer
    
    
• Up-to-date Access to
  • Unit prices
  • Education section
  • Vested percentage
  • Outstanding loan balances
  • PIN number changes

Our plan allows you, the Plan Sponsor, access to confidential plan and participant level information and reports.

• Plan or Participant Level Information
  • Allows access to detailed information
  • Balances by fund
  • Balances by fund and source
    
    
• Plan Reference Materials
  • Offering a library of plan documents and administrative forms
    
    
• Plan Management Reports
  • Investment Fund Performance History
    
    
• Plan Analysis and Demographics Reports
  • Asset allocation reports
  • Fund Utilization Reports
  • Average Participation Account
  • Balances by Age Group Reports
    
    
• Administrator Toolbox
  • Providing electronics services for the day-to-day operations of the plan

For more information, free of charge, please call:

1-800-981-6545
MONDAY THROUGH FRIDAY FROM  8:30-12:00 AM TO 1:00-5:00 PM

or press here to get a free orientation of our plan.