Does Banco Popular offers any Post-Sale Support Service available?

Our service does not end with the sale. Once a plan is established, you are assigned an account officer to assist you in the administration of your plan. Also, both our Retirement Plan Specialists and our Investment Group will provide support in various areas, such as record-keeping, plan administration and evaluation of the results and characteristics of the investments available under the plan.

We offer support in various areas after the adoption of the plan: Plan Conversion, Plan Review, Training, and Educational Program to Participants.

  • Plan Conversion: Whether you have an existing individual plan or one under the Popular Master Plan, our team of Retirement Plan Specialists will help you review, evaluate and identify the legal and/or operational elements that need to be added, eliminated or amended in your plan.
  • Plan Review: Once the Plan is established under the Popular Master Plan, our Retirement Plan Specialists review all related documents to ensure that the plan remains in compliance with the applicable legal requirements and that administrative procedures are kept up-to-date to facilitate the administration of the plan.
  • Training: Our Retirement Plan Specialists train the personnel in charge of administering the plan, explaining their responsibilities and procedures in the implementation and administration of the plan.
  • Educational Program to Participants: At your request, we can also provide educational and enrollment presentations to employees about the plan's general terms, possible changes, and investments


Need more help?

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Call us at 787.724.3659 or Access Mi Banco Online (desktop version), log in by entering your username and password, and in the upper part of the website click on “Contact Us”. From there, write your message, and we will gladly assist you.

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