Sansima Consulting Group, Inc.

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WHO ARE WE

Gustavo J. Sánchez, Sr.

Susan J. Schutzman

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VRU

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1165(e) Limits for PR

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DRIVING DIRECTIONS

INTERACTIVE VOICE RESPONSE UNIT


Participants may use the VRU to access plan information and request plan transactions. The VRU offers a convenient approach in personal account management for the plan participant.  Participants can access our Voice Response Unit (VRU) 24/7/365.

Our Services are available in English and Spanish.

Participants will be able to access their retirement plan account and execute the following transactions at any time:
 

•Access account balances. 
•Obtain general information regarding the plan. 
•Obtain the historical returns of the funds offered in their plan. 
•Verify available amount for hardship withdrawals and loans. 
•Fund reallocation and transfer requests.
•Future fund allocation change requests.
•Loan modeling.
•PIN management.
•Salary deferral change requests.
•Withdrawal requests.

•Calculate monthly payments on loan amounts.
•Change their investments to match their objectives.
•Change Contribution Rates.

All transactions performed by a participant generate confirmation notices. Notices are provided for items such as investment direction changes, transfers or PIN changes.


Sansima Consulting Group, Inc.
PO Box 8677
Princeton, NJ  08543-8677
phone: (908) 500-4504
phone: (908) 500-4154


E-mail:
   sanchez@sansima.com
              schutzman@sansima.com

Sansima Consulting Group, Inc. is a company that delivers “made-to-order” recordkeeping services that fit your real needs, always keeping the plan sponsor and participants’ interests in mind.

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