Client Resources

 

 

Oaktree Financial Advisors, Inc.

12900 N. Meridian Street

Suite 130

Carmel, IN  46032

317-818-1631

1-877-901-1631 toll-free

 

 

Securities and investment
advisory services offered
through Transamerica Financial Advisors, Inc. (TFA),

member FINRA, SIPC, and
Registered Investment Advisor.

 

Non-securities related products and services are not offered through TFA.  TFA and Oaktree Financial Advisors, Inc. are not affiliated.

 

LD11265-6/10

 

 

Resources For Eli Lilly Employees
A prescription for financial success

 

Introduction  |  Our workshops  |  I want my IPRO  |  401(k) tune-up

Newsletters  |  Eli Lilly stock reports  |  Access Lilly Benefits  |  Lilly news

 

Access Lilly Benefits online

Below are links to different sites to access your various Lilly benefits programs.

Lilly Benefits Center - access your 401(k) plan and pension plan information

Hewitt Financial Services - used to access your 401(k) self-directed brokerage account if you are utilizing this option

Merrill Lynch Benefits Online - access information on your stock options

Wells Fargo DRS/DPP - Lilly stock held in the Direct Registration System or Direct Purchase Program