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CFGWeb - Retirement Solutions
Automated print and Web custom communications publishing platform for Retirement Plans.
- Simplifies custom publishing through a convenient Web interface
- Tailors enrollment materials to each employer and plan or by demographic group
- Updates fund fact sheets, performance summaries, and disclosures on demand
- Produces and distributes customized direct mail campaigns automatically
- Creates branded microsites automatically for each employer
CFG's digital publishing platform that makes it practical to deliver more targeted communications for every employer at the plan or participant group level. CFG integrates the entire publishing process by combining content management, document composition, and client workflow and order tracking in a highly configurable SAAS solution.
Custom Communications
Replace bulky kits with custom enrollment books on demand; also inform participants selectively about new features and plan changes
Fund Data Services. CFG integrates multiple data sources to provide custom fund fact sheets and performance summaries for every plan, and provides centralized control of disclosure language and display rules
Microsites
Offer every employer a custom microsite with all the specific details for each of their plans and investments, as wells as links to the company secure website for online enrollment
Savings, Accuracy, Speed, Flexibility
Digital publishing eliminates the inventory waste, kitting errors, and delays of traditional print fulfillment - slashing costs and ensuring timely, accurate participant communications
Compliance Management
Compliance Delivery Services - CFG's Compliance Review Services customizes delivery of compliance documents for 403(b) plans, and helps make 404(c) compliance for document delivery more affordable and efficient for 401(k) plans.
Functionality
- Centralized Literature Library - Plan data, business rules, and disclosure content are all managed centrally for both print and electronic delivery.
- Automated Workflow - Our automated workflow layer can distribute work to authorized/assigned users, manage sign-offs and approvals, trigger email alerts, and track overall progress of each project.
- Scalability and Adaptability - CFGWeb readily accommodates new fund offerings, plan changes, legislative updates,
company mergers, and other activity affecting participant communications.
Custom Content
- Plan Branding - CFG brands print and Web communications to complement existing benefit communications at each institution.
- Enrollment Content - Our highly-structured templates allow you to publish precisely customized documents in minutes.
- Fund Performance - CFG integrates fund data from multiple sources to publish fund fact sheets and performance summaries
using each client's custom disclosure language and display rules, both for print and Web.
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Participant Websites - CFG's platform is completely web-based , clients can afford to offer every employer a plan portal
with all the relevant plan details and links to their secure website for online enrollment.
CFG, in conjunction with its partners, provides a secure, personalized web experience through our eFulfillment Platform that combines public and private documents, eRelevent capabilities, with branded, individualized microsites for your distribution partners, shareholders and retirement participants to use and enjoy.
To learn more about how to do this efficiently, contact Capital Fulfillment Group, the leader in literature fulfillment for the financial service industry.
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