Services
Services Offered
- Open Architecture Recordkeeping
- TPA/Administration
- Bundled or Unbundled
- Live US Based Customer Service-Call Support
- Matrix, Fidelity and Mid Atlantic trading platforms
Plan Administration
- Plan design and consulting
- Plan Document preparation and restatement
- Annual Compliance testing
- 5500 Preparation and filing
- Form 5500 independent audit support
- Distribution and Loan processing
- Eligibility assistance
- Participant SPD and Annual notices
- Trust accounting
- RMD monitoring and processing
- HCE/Key employee identification/monitoring
- DOL/IRS audit support
Recordkeeping
- 24/7 online account access for the Plan Sponsor and Employees
- Online services include: fund transfers, planning tools, fund information and education
- Multiple custodial trading platforms available
- Secure online contribution submission portal
- Online participant enrollment service
- Plan sponsor and participant fee disclosures
- Quarterly participant account statements (electronic or hard copy)
- Process and manage participant loans and distribution requests
- Self-Directed Brokerage accounts available
- Privately held company stock
- Live US based web support services
- Serve as an independent recordkeeper for TPA firms
Robust Web Services
- Online Plan Management
- Full Online Participant Enrollment
- Sponsor Web Portal
- Participant Web Portal
Efficient Service
- Email/Phone Response Time - within 24 hours
- Contributions - same day processing for files received by 2pm CST
- Distributions - 7-10 business days
- Average tenure of our customer service representatives is over 10 years