Daily Valuation – Monitoring Your Plan’s Performance
The cornerstone of any successful retirement program is reliable plan processing. At the heart of our company is a fully integrated, robust record keeping system for both plan sponsors and plan participants that is unparalleled within the 401(k) industry. Quarterly participant statements, investment of contributions, loans, withdrawals and plan reports are all done more timely and accurately because they are valued on a daily basis.
- Enables us to easily and effectively access important information needed for successful plan administration
- Allows us to be fast, accurate and flexible
- Provides up-to-date account information for plan sponsors
- Provides detailed account access to plan participants
Our record keeping services deliver:
- Efficient plan installations and conversions
- Access to multiple fund families
- Daily electronic switching capabilities
- Rapid transaction, loan and distribution processing
- Comprehensive management & plan activity reports
- Timely and accurate IRS and participant reporting
- Compliance testing and government reporting
- Telephone and web-based support for participants
- Performance of investment options quarterly
- Participant account detail
- User-friendly quarterly participant statements
- Web-based, ongoing participant education
- Annual plan audit preparation
