Our Services
Plan Administration
Administering a retirement plan can be complex. We take the work out of your hands. We provide customized plan documents that outline the specifics of how each plan operates. Along with providing these documents, we also insure that every plan is in compliance with the current IRS and Department of Labor(DOL) rules and regulations - that involves testing assets and contributions, as well as Form 5500 annual returns.
Our Services include:
- 24/7 access to your accounts thru the internet.
- Unlimited transactions daily of your account
- Toll Free support
- Reporting to participants, sponsors and advisors.
- Customized modeling of investments.
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Record Keeping
Providing accurate and detailed information of participant’s accounts is imperative in today’s environment. We provide customized options of how you get your data to us and how it is processed. We have partnered with Charles Schwab Retirement Technologies to provide recordkeeping through their ASP platform. Our system provides automated failover, business resumption, disaster recovery, and offsite storage of nightly data backups. We guarantee a 99% uptime.
Recordkeeping is continually evolving and we continue to add new features that make it easier for you and that provide more information to participants and sponsors.
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