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™.

 

Account Executive
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.

 

  • Simplified plan administration, including the ability to run compliance tests any time 
  • Full participant support from completing transactions to ordering enrollment materials
  • Educational tools and informational updates
  • Customized quarterly administration and monthly plan confirmation reports
  • Loan modeling, loan paperwork, and distribution processing
  • Automation of census and payroll submissions
  • Ad hoc reporting to view plan trends and progression

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