Recordkeeping

Accurate, Comprehensive and Timely

Receiving accurate and timely account information is an absolute necessity for both you and your plan participants. After all, their money--as well as your company’s reputation--are involved.

Your plan will be supported by a state-of-the-art recordkeeping system with a wealth of features to provide you the seamless administrative operations and reliable account data you need.

The Standard in Recordkeeping Software

All your plan and participant level account activity will be tracked by Actuarial Systems Corporation (ASC), one of the retirement industry’s most respected firms. Major corporations, insurance companies, banks and mutual fund providers count on ASC for dependability and responsiveness.

Information as It Happens

We have chosen our recordkeeping software because it allows us to provide electronic access to all your account information, as well as daily portfolio valuations and up-to-the-date fund pricing capabilities.

Receiving the information as it happens means we can respond quickly to your plan’s needs.

Voice Response Unit (VRU) and Web Based System

Our automated phone and web-based systems assist us in communicating with your employee's. Participants can receive their account balances by source or by fund. Other features include the ability for loan inquiries and modeling as well as the ability to differentiate future fund deposit allocations from existing account allocations. The system can even project a participant’s balance at retirement.

Additionally, the VRU and Web system will rebalance a participant’s portfolio or allow the participant to move their investments from one fund to another.