Recordkeeping

Our professional staff will perform all services related to the ongoing administration of your retirement plans. We offer complete recordkeeping capabilities. Routine accounting of individual account balances, informative management reports and individual participant statements are just part of the ongoing services we perform to keep your plan operating successfully.

Our defined contribution services include:

  • Plan implementation, including a wide range of communication packages
  • Employee group meetings and individual enrollment
  • Personalized enrollment forms
  • Allocation of contributions by investment funds as selected by participants
  • Quarterly Management Reports
  • Participant statements reporting all activity in the participant’s account
  • Daily valuations, toll-free voice response system and internet access
  • Monitoring of IRS non-discriminatory tests
  • Processing plan distributions
  • Completion of government reporting forms

Regardless of the type of plan or the frequency of allocations, we offer you complete consulting and recordkeeping support.

Actuaries. Consultants. Administrators.