Participant Directed Recordkeeping
Our recordkeeping services offer clients a simple solution to the problem of managing the complexities of a participant directed retirement plan.
Once your plan is in place, we ensure it runs optimally, avoiding compliance problems and other complexities that, when out of alignment, can be both time-consuming and expensive.
Among others, our plan recordkeeping services include the following activities:
Participant enrollment and 24×7 portal access
All participant recordkeeping
Plan participation education and communication
Manage participant terminations including payouts and rollovers
Administer participant loans and hardship withdrawals
We take care of the details so that your retirement plan continues working for you and your staff year-in, year-out.