Plan Participants

Contribute to the future of your employees.



Contact Us

Retirement Plan - Participant Education

Timely and accurate information is vital for you and your plan members in an ever-changing environment. Fiduciary Services provides you various tools to help keep you and your employees informed.

We will coordinate with your Human Resources Department on the best way to organize and conduct education and enrollment meetings.

  • Inform participants about the characteristics, plan design and benefits of your plan.
  • Provide basic retirement planning and investment education, focusing on the importance of diversification, investment objectives, historical rate of return and other details of the investment funds selected by your sponsor.
  • Explain the various disbursement options available during active service or upon termination of employment, including restrictions and tax implications for each payment option.
  • Educate on how to manage the account online at popular.com/401k and/or through the voice response system.

Retirement Plan - Participant Forms

While you remain a plan participant, there will be events or transactions defined in your plan document for which your employer will require you to complete certain forms. Most of these forms must be signed and returned to your employer. For your convenience, and in order to increase your plan's administrative efficiency, we have included the following employee forms:

For more information, please contact us at 787.724.3657 (select option #2 three times) or online. To manage your account online, you may visit popular.com/401k

Find us on Facebook, Twitter, Youtube, or on our blog

Chat

New

Tools at your fingertips


Ok
Arrow pointing right
Internet Explorer Alert

Para ver el contenido de esta página, necesitas actualizar a la última versión de Internet Explorer o utilizar otro navegador como: Chrome, Safari o Firefox.


To view the following page you should update your Internet Explorer with the latest version. You may also use other browsers, such as: Chrome, Safari or Firefox.