Online Services

To make the best investment decisions, your participants need timely information. That is what HSBC Online offers to 401(k) participants. With this service, your employees can log-on and manage their accounts 24 hours a day, seven days a week.

While online, they can:

• View account summary information including the account balance, balance by contribution source, vesting information and investment fund balance.
• Change the way in which the existing 401(k) account balance is invested.
• View the minimum and maximum loan amounts that they may receive when requesting a loan.*
• Access information regarding withdrawals from their retirement plan.*
• Access current pricing information on their investments and make transactions like exchanges, loans and withdrawals.*

In addition, they can:

• Learn about the benefits of a 401(k) plan.
• Use financial planning tools to determine how much they need to retire and which investments have the potential to help them reach their goals.
• Research and select investments appropriate to their goals.

This service has been designed specifically to help your employees make their own investment selections, and obtain account information quickly and easily. Just as importantly, without the need for someone in your organization to spend valuable time assisting them.

*If applicable to the plan