Ancillary Services

Establishing and maintaining a retirement plan involves a multitude of responsibilities, in addition to promoting participation, and the recordkeeping and compliance requirements. To relieve you of these details, we offer an array of ancillary services, which include:

Converting an existing plan quickly and easily.
We can simplify this complicated process. At every step along the way, our transition specialists will work with you. These are knowledgeable people who will communicate directly with your staff, and deal with any special issues in a timely, accurate and efficient manner.

Continuous performance measurement of assets invested in your plan.
Every quarter, we can provide you and your participants with a growth history report, reports measuring performance by asset class and/or by time and dollar-weighted rates of return.

Handling benefit payments, withholding and reporting.
From lump sum and recurring payments, we turnaround all disbursement requests in 48 hours. We can take care of all federal and state withholding and reporting details.

Master trust/Plan accounting.
Acting as your plan's trustee, we will maintain all records associated with assets invested and transactions. We will also prepare whatever accounting statements that are required.

As with our other services, the ancillary services we offer are available individually, or bundled with any other services you need.