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CitiStreet—Where Your Plan and Your Employees Benefit
With the experience, commitment and financial strength as a longstanding industry
leader, CitiStreet delivers comprehensive benefits administration services to more than
11 million participants in more than 16,000 plans worldwide. Our strategic vision and
our global resources have a single focus -- benefits delivery for your plan and your
employees.
• Defined Contribution plans
• Defined Benefit plans
• Health & Welfare plans
• Non-Qualified plans
• Stock Plan Services
• HR Outsourcing
CitiStreet’s integrated solutions include:
PlanFIRST™—Our unique suite of sponsor services, tools and guidance is designed to
empower sponsors to act deliberatively and confidently in their fiduciary capacity. These
resources are organized around key areas of sponsor decision-making :
Fiduciary Support, Investment Flexibility, Reporting and Disclosure, Service Standards,
and Trends and Communication.
Direction-for-Life™—CitiStreet’s approach to providing participants with
personalized products, tools, and services helps them make sound and informed financial
decisions from their earliest working years, through their careers, and into retirement.
We integrate personal and comprehensive account service, education, guidance, and
advice to help give individuals the direction to make better decisions at every stage of
their lives.
Visit our Web site at www.citistreetonline.com to learn more about our defined
contribution, defined benefit, non-qualified plan, stock plan and retiree services.
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