Displays Year-to-date contributions by investment and source of money. Includes charts as well as download and print capabilities.
Displays activity information by transaction category and corresponding YTD amounts.
Displays activity information at the fund or participant level.
View the most recent and prior Plan Level Statements.
Provides on-line copies of ING's audit reports that describe business & IT processes and our related internal controls specific to the defined contribution business offered by ING Life Insurance and Annuity Company and its insurance subsidiary.
Displays how often do your participants utilize our services and what do they do.
Provides a report of all Distribution Requests within the last 90 days.
Illustrates each investment in the plan and the number of participants with a balance in each investment.
Displays list of Excessive Traders for the plan.
Displays list of Lost Participants for your plan.
Displays Auto Enrolled Participants by Process date at Plan level.
Provides a link to Morningstar's website to obtain participant usage information.
Provides information on key plan provisions about your retirement plan.
Outlines the Plan Sponsor, TPA (if applicable) and ING roles for plan administration. Also provides workflow info for financial activity within the plan.
Displays a listing of your participants - click to access detailed account information.
Enter SSN to gain inquiry access into a participants account.
Provides an authorization agreement and instructions for activating the participant inquiry service.
Generates a report listing all terminated participants with a balance less than or equal to the specified amount.
Request a report of all participants and their mailing addresses.
Retrieve reports that have been requested.
Provides Case Specific Fund Performance reflecting the fees associated with your contract(s), updated monthly.
Select mail delivery preferences for your plan's regulatory documents.
Provides general and market-specific articles on statutory and regulatory changes.
Participant-focused Web site, which provides tools and articles on the basics of retirement planning to assist your employees in making decisions.
Request a report of your participants' name, SSN, balance and status.
Displays regulatory documents (e.g., fund prospectuses, annual reports).
Assets by investment and source
of money. Includes charts as well as download and print capabilities.
by investment and source of money. Includes charts as well as download
and print capabilities.
Displays transaction type and
corresponding amount for the time period selected.
How often do your participants
utilize our services and what do they do.
Each investment in the
plan and the number of participants with a balance in each investment.
Historical view of year-end
Usage reports on the activity
generated by your participants.
Listing of your participants,
including names, balances, status, etc., with a link to more detailed
Plan eligibility, authorization
agreement and instructions for activating the participant inquiry service.
View the most recent and Prior Participant Level Reports.
Reports that are available
for viewing and / or download. Including the ability to request
Reports you have requested
via online or your plan manager.
Explanation of automation methods
with links to automation tools.
Inquire on contribution
rate changes made by your participants.
Case Specific Fund Performance
reflecting the fees associated with your contract(s), updated monthly.
Find Fund information on
all funds available in your plan, updated quarterly.
Current Fixed Account window
Brochures to help you review
your plans' investment options.
ING's proprietary investment
option ranking system designed to assist Plan Sponsors.
Quarterly and annual reports
produced by Morningstar Associates to assist you with the ongoing investment
monitoring of your fund menu.
Provides general fund level
information for ING product funds.
Provides information on
key plan provisions about your retirement plan.
Outlines key contact information
as well as brief overviews of frequent transactions.
Provides general information
on IRC, ERISA and EGTRRA rules governing plan operation and administration.
The Handbook provides
info on Plan Sponsor, TPA (if applicable), ING roles for plan administration
and workflow info for financial transactions, distributions, loans.
Provides on-line copies of
audit reports that describe business and IT processes and related internal
controls specific to ING's defined contribution business offered by
ING Life Insurance and Annuity Company and its insurance subsidiary.
General and market-specific
articles on statutory and regulatory changes.
Participant-focused Web site
which provides tools and articles on the basics of retirement planning
to assist your employees in making decisions.
A quarterly magazine for Plan
ING Investment Weekly provides
a weekly commentary on the financial markets relative to the political
and economic environment.
analysis of market conditions Monthly.
Select your mail delivery preferences for your plan's regulatory documents.
Displays regulatory documents (e.g., fund prospectuses, annual reports)
Sponsor forms and documents to assist in managing your plan.
Participant forms and documents to assist in managing your plan.
View your profile information and/or change your password.
Who to contact and when to
contact them (Sponsor Services Plan Manager, field representative or
agent) as well as key phone numbers and information.
A place to provide and update
key contact information for your organization.
Allows you to manage and control who in
your organization has access to the various Web site functions.
Allows you to set up users' Sponsor Website access and assign their access to plan, particpant and payroll information.
Provides daily account balance information at the Plan and Participant level.
ING Fund Evaluation
make your selections and click the "DISPLAY" button.
ING's Fund Evaluation Scorecard ("Scorecard")
is calculated semi-annually as of 6/30 and 12/31 each year.
The scoring system ranges from a score of 1 to 10, with
10 being the highest. The grading ranges from Excellent
for scores between 10 - 8, down to Very Good (7.9 - 7.0),
Good (6.9 - 6.0), Peer Average (5.9 - 5.0), Fair (4.9 -
4.0) and Watch List (3.9 - 0). Each fund is evaluated against
a group of similarly managed mutual funds across five (5)
broad parameters; Performance, Risk, Risk-Adjusted Performance,
Consistency of Style and Expenses. The Fund earns points
towards its grade based on what relative ranking it achieves
within each of the five parameters against the designated
peer group. These points are then aggregated to arrive
at a final score and grade, as shown above.
The returns used in evaluating the investment options do
not comply with SEC and NASD regulations because they do
not reflect the fees and expenses charged by ING's variable
annuity products. Due to the number of ING products and
the difference between sets of fees and expenses, no single
set of SEC standardized returns would be applicable to
all products. The returns are net of "fund level" expenses
only and are provided with the understanding that this is for due diligence purposes
of reviewing investment management results. Any communication of total returns
to members of the public must be accompanied in equal prominence, by the SEC-required
annualized one-, five-, and 10- year/life-of-fund returns reflecting the maximum
applicable fees and expenses of the fund as well as the product level. For product
level performance refer to the "customer-approved" marketing literature of the
applicable product. Also, sample product performance reports are available (and
should be printed as part of this package) which illustrate "worst case" performance
of the investment options that include fund and product fees. These reports are
generated from the Investment Info Center on the ING Producer Website. Investment
returns and principal value fluctuate so that, if surrendered, an investment
may be worth more or less than the original amount. The results are historical
and not intended to portray future performance.
This information must
be preceded or accompanied by a currently effective prospectus or disclosure
booklet which contains information on charges, expenses, and other pertinent
information. Securities offered by ING Financial Advisers, LLC and
any other broker/dealers with which it has a selling agreement. For more complete
information on these funds, please contract your ING representative for a current
prospectus which contains additional information on the charges and expenses.
Compliance Number: C02-0827-004 9/02 Date of Release: SEPTEMBER 2002. FOR USE
WITH PLAN SPONSORS AND THEIR FIDUCIARIES.