As a public employee, I viewed Deferred Comp as an additional "perk" or retirement plan offered by my employer. I've had a long distance and uneventful relationship with this institution for over 15 years.
After the initial set up of my account there was basically no interaction. Everything was automated, including annual increases. Of course quarterly statements would arrive by mail and occasionally I would make a phone call to make adjustments to my deferrals.
What a difference a life changing event makes! I've gone from an automatic, practically nonexistent customer relationship to BFF status. I've now utilized all resources - website, email, telephone and office visits. I have not had a more satisfying customer experience with a large organization than this one!
Every interaction has been handled professionally with knowledgeable staff along with prompt and efficient service. Regardless of the type of service, whether a simple question, account adjustment or major request, the quick response and turn around time is unbelievable! Heck I was clueless, I didn't know how to invest money! I knew I needed too, just not how. Customer service has given me sound advice on my deferrals and clear direction on important procedures.
You are definitely not made to feel like a number here, but more like in a partnership over your financial future.
This was one of the smartest decisions I've made. read more