Provide Professional and Customized Internet Access

Gemini enables you to offer customizable participant and plan sponsor internet access with the same power and sophistication as the largest insurance and investment firms without incurring sizeable expenses, losing control of your data or needing to maintain complicated hardware. You can also offer separate access to brokers or advisors.

Gemini Participant Account Access

You can easily create a highly professional web presentation for your clients with Gemini. Customizing colors, fonts and adding client logos is easy as well as tailoring menus to fit each plan’s options.
 

Education and Planning

With direct links to services such as Morningstar®, MasteryPoint and Newkirk’s Fund Central, participants have easy access to quality educational and planning tools. Participants can run their data through the various financial models to project future savings.

Gemini Plan Sponsor Site

Plan Sponsor sites can easily be customized in the same manner as the participant access site. Sponsors can conveniently access plan level data such as plan specifications, information on available investment options, asset information and asset allocations by fund and source, transactional information and participant level data as well. Sponsors can upload payroll and census files as well as download historical statements and related documents.

Advisor/Broker Access

Similar to the Plan Sponsor Site, you can provide your advisors with specific access to only their plans with a single logon ID.

Plan Sponsor Site for Balance Forward Plans

For TPAs tired of emailing data back and forth with clients -you can offer your plan sponsors the ability to download prior valuations and statements as well as securely upload payroll and census files.