We are what we repeatedly do. Excellence, therefore, is not an act but a habit.
Membership does have its benefits.
Uniglobal has developed a secure online environment where Plan Sponsors and Financial Advisors alike have access to not only the latest in retirement plan news and developments but also to their own retirement plan details, enrollments, and documents.
Our enhancements provide you with higher levels of security and greater flexibility of data retrieval and plan request initiation. Uniglobal has replaced traditional forms of data transmission, such as attachment sending via e-mail, with this website - a secure environment where data exchange is not only fast and reliable but secure and convenient.
File exchange of reports, allocations, documents, and other plan related materials are found, encrypted, within your account for view and download at any time. Information stored and accessible are housed on closed-circuit servers, on-site or off, and original hard copies archived are equally as protected.
Requesting plan related information is on demand. Once files are uploaded they are accessed anytime from anywhere. Don't see a report you need? Not a problem!. Simply send us an online request right from your account. Once alerted, the team will initiate the process immediately. Your requested report is generated and uploaded to your account for viewing, printing, and downloading.
In addition to secure, on-demand, online access to data, Uniglobal provides members with a calendar module that will display and alert you to upcoming plan enrollment dates. Messages are generated and sent 10 days prior to ensure ample preparation time for enrollment kit requests, meeting scheduling, and employee notifications. Simultaneously, plan Financial Advisors are alerted in the same manner so as to prepare for the review of your investments. It is our idea that when more are brought together, more is accomplishable.
As uniglobalretirement.com continues to grow, new features will be added that are sure to excite you. Login or sign up today to get started, whether you have a plan currently, would like to start one, or are an FA looking for a great TPA!
Uniglobal provides services for business owners and financial advisors across a wide range of retirement plan platforms. Enter here to sign up and start your account.