Our innovative approach to recordkeeping technology allows for vast time savings, accuracy and ease of use for your administrative team in addition to top-notch security methods. Here’s how:
- Time Savings – Minutes after payroll is submitted, contributions and payments are processed and completed. Enrollment material for newly eligible employees is sent to you automatically.
- Administrative Ease – All census data changes are updated and annual compliance testing is provided at year end. Employee deferral elections and status changes are automatically updated.
- Liability and Fiduciary Responsibility – Alleviate fiduciary responsibility and ensure compliance with governmental regulations while maximizing contributions for owners and increase savings for employees.
- Investment Management – Our independent financial advisors investment advice and financial education. Solutions are customized to fit your needs and fees are for the services received.
- TPA/Record Keeper – Compliance is ensured with all government regulations. Benefit statements are prepared and plans are tested.