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Ayco's SurvivorSupport® Financial Counseling Service
Plan Summary
This section provides a summary of Ayco's SurvivorSupport® Financial Counseling Service as of January 1, 2017.
Ayco's SurvivorSupport® Financial Counseling Service is a comprehensive financial counseling service that provides objective, professional answers to the myriad of questions that arise when a death occurs. A qualified and compassionate Ayco counselor will meet one-on-one with you or your eligible family members, provide a written Personal Financial Plan and remain available for six months to answer questions and address issues as they arise. Ayco's SurvivorSupport® Financial Counseling Service provides the specific, personalized answers needed when one of life's most overwhelming events has happened.
A Note about ERISA
Ayco's SurvivorSupport® Financial Counseling Service is not governed by the Employee Retirement Income Security Act of 1974 (ERISA). For example, ERISA requirements such as providing a Summary Plan Description, filing an annual report (Form 5500 Series), or making a summary annual report available do not apply to Ayco's SurvivorSupport® Financial Counseling Service.