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A Partnering Approach for Retirement Plan Recordkeepers

As the retirement plan Recordkeeper, you’re vigilant in ensuring all your clients’ plan finances and enrollments are tracked and registered accurately. Yet some clients still view recordkeeping as a commodity.

Growing Long-Term Trust and Loyalty

Let us help partner with you to support your essential role. Working together, we can grow even more long-term trust and loyalty by delivering the services that expand your clients’ overall satisfaction in how their retirement plans operate.

As Third-Party Administrators, we provide the experience in advice, education and communications services that support clients’ ongoing success, and we do so with the same high attention to detail that you do.

Services Include:

  • Expert plan design & consultation
  • Answering employee’s technical questions
  • Ensuring retirement plan compliance, including all documentation and the annual audit
  • Onboarding employees with care to create a positive experience
  • Handling all paperwork between employees and the plan

We would love to support your team and serve as a partner in your clients’ success.

Please call us at (800) 388-0441 to discuss your needs.

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