Plan Recordkeeping

With a heritage as a third party administrator, Retirement Alliance provides our intermediary Partners and clients with a time-tested service solution that seamlessly integrates the trading, recordkeeping, administration and custodial/trust accounting systems that comprise the “moving parts” of any daily valuation plan solution.

Our service model offers the following advantages:

• Fully integrated systems
• State-of-the-art participant-level daily valuation recordkeeping technology
• Same Day Exchanges
• Timely processing of contributions and distributions
• Flexible Model Portfolio capabilities
• Consolidated plan administration, oversight and periodic reviews
• Automated processing of payroll and vendor data
• Online reporting and access to plan data
• Comprehensive plan accounting