To better assist employees in making informed portfolio option selections, Ohio National offers a variety of information resources. Advisers must be familiar with these resources and, more importantly, present and explain them to the plan sponsor and participants. There are three information resources of special note:
All forms referenced may be obtained from ON-Net Forms Catalog. Current portfolio information is also accessible at ONretirement.com.
Plan participants looking for a quick and easy way to sort portfolio options into different asset class categories will appreciate Ohio National's Portfolio Options by Category (Form 3622-PEN).
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.