Presentation Transcript
Full Participant Access with Direct Brokerage, On-line Grant Agreements, Tax Elections, and Enrollments :Full Participant Access with Direct Brokerage, On-line Grant Agreements, Tax Elections, and Enrollments wealth|central wealth
central
Slide 2:wealth|central gives you ultimate control over your plans Gives small brokers the power of the majors
Holds your broker accountable
Offer broker choice
Gives small plans the power of the majors
Slide 3:Administration changes are immediately reflected in Wealth Central. No need for overnight file exchanges equity|central wealth|central
Slide 4:Summary page with everything your participant needs to know in one place
Slide 5:Customized announcements from you to your participants
Slide 6:Self-service grant administration Grant acceptance Tax Election Deferral
Slide 7:Portfolio details with: Grant level summary
Tranche level detail Grant documentation
Grant acceptance Market valuation
Tax election
Slide 8:What-if modeling Select grants and amount
Override taxes and price View results
Slide 9:Route orders to the broker Real-time link to broker (via FIX or STN protocol)
Slide 10:Review and adjust orders
Slide 11:Explore historical exercises
Slide 12:Maintain a complete library for participants
Slide 13:E-mail notifications to participants Participants select:
Which notifications they wish to receive
Where they wish to receive them
For more information on this and other central solutions, visit us on the web at www.missionmpower.com :For more information on this and other central solutions, visit us on the web at www.missionmpower.com wealth|central wealth
central