Plan administration

With our state-of-the-art recordkeeping platform serving as a foundation, our fully integrated proprietary system allows for a more dynamic approach to handling your clients' needs.

More than 38,000 clients, including some of the largest financial institutions and government plans in the U.S., trust us with their plan administration needs¹

15 best-in-class awards²

• Plan analytics/reporting/benchmarking
• Form 5500 processing
• Compliance support/testing
• Plan design flexibility

Administrative services

We give your clients the flexibility to select the services that make the most sense for their plan. We offer the following:

• Eligibility tracking and year-end testing when using a Payroll Data Interchange file
• Payroll Bridge™ to streamline contribution processing by integrating with your clients' payroll provider
• Participant emulator for view-only access to participant accounts
• Contribution monitoring to reduce the risk of delayed payroll processing
• Flexibility to automate loan and hardship approvals

ERISA and non-ERISA

Because we offer solutions for all plan types, we understand both ERISA and non-ERISA service requirements. We offer the following:

• Comprehensive IRS/Department of Labor plan testing and compliance counseling
• On-demand testing available at any time at no additional cost
• Prototype plan documents and summary plan descriptions

Regulatory and compliance

In an ever-changing regulatory environment, we can help your clients easily adhere to and stay in front of regulatory requirements that affect their plan. We offer the following:

• Regulatory updates to help your clients meet their fiduciary responsibilities
• Collaboration with internal and external resources on legislative and regulatory initiatives
• Proactive, compliance and consulting support, including customized merger and acquisition assistance
• Prototype plan document maintenance

Plan fees

We provide industry-leading services at a fair price. In numerous benchmarks — and for many years — our clients have rated us among the best in delivering value.