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Some of our associates in Southern California are affected by the widespread wildfires. We are focused on ensuring that our associates who live in evacuation zones are safe and are saddened by the devastating impact to our Los Angeles communities. At this time, all of our offices are open and all investment operations are running normally. We will update this notice if needed, but we are confident that we will not experience any business impact from the wildfires.

Announcements

October 17, 2024

Fees to increase for expedited delivery of withdrawal checks

Effective mid-November, fees for the expedited delivery of withdrawal checks will increase due to higher costs incurred by our shipping partners. As an alternative, clients can take advantage of direct deposit to:

  • Avoid fees: Typically, there's no cost to your clients for direct deposit
  • Receive their money faster: Funds are generally available within 1 to 3 business days
  • Save time: There’s no need to deposit paper checks


To add or update their bank account, clients must complete this short form and submit it online or return it by mail.

We’re also notifying investors of the change to the fees to expedite withdrawal checks.

Note: At this time, there are no changes to expedited delivery fees for PlanPremier or RecordkeeperDirect and certain other retirement plans.

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