RETIREMENT SOLUTIONS
Recordkeeping
Comprehensive retirement plan recordkeeping.
As a retirement plan recordkeeper, or your plan’s bookkeeper, we track funds and manage your plan’s administrative tasks related to participant accounts. This can include supporting enrollment, handling and allocating contributions, transacting investments, and maintaining individual records.
Based on your plan type, we can provide online access and phone services for participants to view their account balances, investment options, transaction history and quarterly account statements.
In addition to offering a daily valuation recordkeeping platform for select plans, we partner with many other recordkeeping platform providers. Whether plan assets are held on our platform or another investment provider’s, we can provide a full suite of plan design, installation, administration, and consulting services.
Our goal is to help you ensure your plan enrollees’ peace of mind with our industry-leading investment education, retirement planning, and account management tools, empowering them to prepare for retirement with ease.