A big thank you, important learning opportunities, and more

New system update

By now you are likely aware that we went through a system conversion in April called your PLAN ACCESS. A big thank you to everyone for your patience over the last month. As you can imagine, our call volume was rather high. If you have not logged in, please take a few minutes to do so.

The new system will allow you to:

  • Run contribution reports.
  • Update employee demographics such as employment status and name.
  • Review your plan totals.

If you did not receive your login ID via e-mail on April 27, 2014, let us know, and we can help you get logged in. Call 1-800-279-4030.

Simply Solutions Business Professionals Conference

Join us for one of four free conferences to learn about compliance hot topics and solutions, new technology, and no-cost programs and services that enhance employee benefits.

Take advantage of this networking opportunity with colleagues who have similar issues and concerns. Hosted by your go-to experts at Member Benefits.

  • Four conferences to choose from, November 5, 6, 11 and 13, 2014

Visit weabenefits.com/solutions for locations and details, and sign up to be alerted when registration is available.

Financial Fitness Fairs - Let's Get Fi$cal!

Your employees can improve their financial health this summer by attending a free financial fitness fair at one of 16 locations. An open-house format will allow attendees to pick and choose which sessions to attend.

Attendees will be entered in a drawing to win a free Kindle and pre-registrants will also have a chance to win a $50 gift card. Learn more and register.

Nominate a financial mentor

The Financial Mentor Awards recognize individuals who have given their time and talents to mentor others on the benefits of good financial planning and saving for retirement. Chances are you know someone in your district who goes the extra mile to help others build financial security. Or maybe it’s you!

It only takes a few seconds to fill out the nomination form.

Nominations for the 2014 awards will be accepted through September 2, 2014, and announced on October 20. Award winners will also be mentioned in the fall your$ magazine and receive a certificate of recognition.

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