Recordkeep Your Plans

We provide complementary employer services and handle plan recordkeeping and investments – so you can focus on plan design and compliance.

Recordkeeping Tools for Success

We are dedicated to providing all the recordkeeping services you need – with industry-leading expertise and exceptional service.

Over the last three decades, we’ve built a reputation as the go-to platform for recordkeeping in the financial industry. We take great pride in our history of developing comprehensive services that save you time and streamline plan management.

Throughout our relationship, our focus is on helping to support your success. We are here to help you better manage your plan, so you can devote more time to building your business.

What Our Recordkeeping Platform Delivers

For employers:
Payroll and census processing, trust services, distribution and loan processing, participant education and call center, online plan management, and participant recordkeeping

For TPAs:
Comprehensive platform, complete plan processing, data for testing and 5500 services, ongoing sales support, and online reports and services

Manage Your Clients’ Plans

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Additional TPA Resources