Retirement plans that fit your business goals and help employees strengthen their financial future. RP 1886NY 3-17. For
our commitment to you Retirement plans that fit your business goals and help employees strengthen their financial future.
Ameritas Life Insurance Corp. of New York
RP 1886NY 3-17
For Financial Professional and Plan Sponsor Use Only.
our commitment to you Ameritas Life Insurance Corp. of New York (Ameritas Life of New York) helps businesses like yours give their employees the opportunity to save for a more financially secure future and a more fulfilling life. For more than 50 years, we have been helping businesses offer retirement plans to help plan participants strengthen their financial futures. Today, we serve more than 6,000 plan sponsors representing a wide range of businesses and industries nationwide. We oversee total retirement plan assets of more than $10 billion* (as of September 30, 2016). Let Ameritas help you with your retirement savings program. Discover our commitment to the small business marketplace. * includes full service and recordkeeping assets
“In retirement, I’ll be able to do all those things I don’t have time for while I’m working because I’ll be where I need to be financially.” — Clark Simpson Emergency Physician, Punxsutawney Area Hospital
Value to Plan Sponsors
Benefit to Participants
• 3(21) investment advisory services and 3(38) investment management services from Mesirow Financial Investment Strategies and SWBC Investment Advisory Services
• A rigorous investment review process that helps ensure quality investment options • Online access to participant benefit statements and fee disclosure documents
• Quarterly Investment Performance Review
• 24/7 account access on our secure website
Fiduciary Services We assist plan sponsors in their fiduciary duties while promoting to plan participants the importance and ease of taking control of their own retirement.
• Fiduciary Resources Handbook • Fee disclosure Investment Services A dedicated team of investment and financial professionals in our Investment Products Group oversees the selection of investment options available through our group variable annuity based on their investment strategy, management and long-term performance.
• Our Investment Products Group selects and monitors a diversified platform of investment options offered through our group variable annuity. This is part of an ongoing due diligence process • Our Investment Selection Evaluation System subjects funds to a rigorous review using both quantitative and qualitative analysis
• A wide array of investment options are offered through our group variable annuity • Participants can be as “hands on” (selecting their own portfolio mix) or “hands off” (opting for target date funds) as they choose • Asset allocation models assist participants in building a mix of investments to match their long-term goals
Education Services Education materials and interactive, web-based tools empower employees as they make their retirement savings decisions.
• Enrollment meetings and education materials tailored to help meet the needs of your business
• Education modules on our website explain investment concepts and help participants plan for retirement • A quarterly newsletter with tips that appeal to both the novice and experienced investor
Recordkeeping Services Our full range of services, supported by knowledgeable associates, work together to meet your expectations and those of your participants. We also work closely with Third Party Administrators to provide professional service and support.
• Instant online access to all plan documents
• Current and historical personal rate of return
• Simplified online loan processing
• Efficient online distributions
• Flexible plan administration service model including plan design and consultation • Flexible pricing model with automated annual review
• Direct deposit option for distribution • Streamlined loan processing • Auto-rebalance options
The Financial Strength to Deliver on Our Promises We are a mutual organization that always puts customers first. With our long-standing financial strength, we’ve established a tradition of delivering the very best in products and services generation after generation. Though we’re proud of our group ratings from Standard & Poor’s and A.M. Best Company, we measure our success by how many people we’ve helped. By how many promises kept. That’s the true measure of who we are.
Financial Strength Ratings Standard & Poor’s: A+ (Strong) for insurer financial strength and operating performance. This is the fifth highest of Standard & Poor’s 21 ratings. A.M. Best Company: A (Excellent) for financial strength and operating performance. This is the third highest of A.M. Best’s 15 ratings.
Ameritas Life Insurance Corp. of New York
Ameritas Life Insurance Corp. of New York Retirement Plans Division 1350 Broadway, Suite 2201 New York, NY 10018 800-923-2732 ameritas.com This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to: Ameritas Life Insurance Corp., 5900 O Street, Lincoln, Nebraska 68510; Ameritas Life Insurance Corp. of New York, (licensed in New York) 1350 Broadway, Suite 2201, New York, New York 10018; and Ameritas Investment Corp., member FINRA/SIPC. Each company is solely responsible for its own financial condition and contractual obligations. Ameritas® life insurance companies are not fiduciaries under the federal Employee Retirement Income Security Act or Internal Revenue Code Section 4975. For more information about Ameritas®, visit ameritas.com. The Ameritas Retirement Advantage Series refers to a group variable annuity contract issued by Ameritas Life Insurance Corp. of New York (Form AL 64349). Advisory Services offered through SWBC Investment Advisory Services, LLC, a SEC Registered Investment Advisor. SWBC is not an affiliate or subsidiary of Ameritas or its affiliates. A Plan Sponsor must contract directly with SWBC to obtain the services of SWBC. The Mesirow Financial Investment Strategies Group is a division of Mesirow Financial Investment Management, Inc. (MFIM). MFIM is only responsible for the selection of the investment options on this list. Any information provided by MFIM to Ameritas has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Mesirow Financial defends all claims within the scope of their fiduciary duty on the sponsor’s behalf. MFIM does not provide legal or tax advice. MFIM is an SEC-registered investment advisor. Advisory Fees are described in MFIM’s Part 2 of Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. MFIM is not affiliated with Ameritas Life Insurance Corp. or their affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2017, Mesirow Financial Holdings, Inc. All rights reserved. Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company. © 2017 Ameritas Mutual Holding Company For Financial Professional and Plan Sponsor Use Only.
