What we do
Mon Roc provides day-to-day Administrative Services for a Union 401k Plan. When you call during business hours you speak with a live representative who can assist in reviewing benefit and/or claims issues to resolution.
We will help provide you with the following services.
- Enrolling Union members in the 401k Plan
- Educate Local Union Officers, Business Agents, Stewards, and Staff about the benefits of your 401k Plan
- Work with Unions and Employers to set up new accounts
- Provide and plan Training Seminars for Officers, Business Agents, Stewards, and members including online and Zoom meetings
- Process participant, Union, and Employer requests for information about the 401k Plan
- Provide our Union members with the right tools to plan for their retirement future including making informed investment decisions with their contributions and explaining investment options available
- Our Plan Representatives can help and support you with effective communication regarding Plan rules and fees, distributions, appeals, what to do in the event of a divorce, handling death benefits, audits, updating personal information and records retention
- Our Plan Representatives have the knowledge to multi-task, respond to questions correctly, accurately and resolve the issue from initial contact
- Update website with current plan announcements and provide links to Local Unions regarding descriptions of Plan benefits