The CAP Guidelines are intended to outline and clarify the rights and responsibilities of sponsors, service providers and members, and to ensure the members are provided the information and assistance that they need to make investment decisions in a capital accumulation plan.
Investment performance monitoring is an integral piece of the overall governance of an investment program. We have developed and designed our investment performance reports with ongoing feedback from our clients. Our reports are presented in a manner to help you assess whether your portfolios and investment managers are on track and meeting your specific objectives.
Our reporting infrastructure is built from our proprietary cloud-based SQL database and Web Application. This results in stronger data integrity than reports built in excel workbooks leading to more accurate results for our clients.
Our reporting capabilities encapsulate our broader philosophy centred on accuracy, timeliness, and innovation. Our reporting software is designed and built internally which enables us to make frequent updates to our systems on the fly to enhance client deliverables without interruption.
Our team of qualified and licensed professionals are available via phone or on-line to complete full and unbiased financial planning for your members at no additional cost
Our team will assist all eligible employees with all aspects of the enrollment process, guiding them to select the most appropriate investment and assist them with consolidating their previous retirement accounts into the organization’s plan or an individual retirement account of their choosing.
Our advisors proactively reach out to members to assist in rolling their assets to their next employer’s plan or to a personal account efficiently and according to their individual needs.
MULTICARE USA