Plan Administration & Recordkeeping
As the nation’s largest independent recordkeeper and administrator for retirement plans in the micro to large market segments, we take pride in our history of developing comprehensive services that save you time and streamline plan management.
Combining a team of industry experts with efficient online management tools creates the best of both worlds. This approach combines a dedicated Client Services Team and plan access via our plan sponsor website, SponsorInsight™.
The account executive will partner with you to manage, coordinate, and monitor day-to-day administrative activities. Having an in-depth knowledge of their clients, the account executive serves as the point-of-contact and provides direction for all plan needs.
Online Plan Management
SponsorInsight™, our award winning plan sponsor website, is designed to support efficient management of daily plan and participant needs and provides a single location to quickly and securely view, monitor, and update plan information.