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:
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.