Retirement fund administration and management

Retirement funds are a powerful way to help support your member participants today while effectively equipping them for a better financial future. We work with your Fund or Trust to manage pension and retirement plans and provide easy access for your members to their accounts.

We also handle all ongoing administration, so you don’t have to work about compliance.

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Keep member retirement plans and employers centralized

There’s no such thing as “one size fits all” retirement planning – because the needs of every employer and every member participant are wildly different. That’s why it’s important to work with a company that understands both the details of retirement funds and the individual needs of your participants.

We’ll oversee and manage:

Tax filings and government notices

Participants education and communications

Discrimination / compliance testing

Regular reporting, including annual valuation reports

Contribution reporting

Benefit statements

Calculation of accrued benefits

Distribution services (including withdrawals, hardship withdrawals, trust-to-trust transfers and participant loans)

Customer service for all member inquiries

Our services our customizable and flexible

Need our support for the basics? No problem. Have more extensive needs? We can handle everything from recordkeeping and claims processing to managing communications. Simply take your pick and we’ll work with you to make it happen.

Easy application
processing

Save time on application reviews for your Fund or Trust — let our administrators take it on. They’ll also calculate eligibility and present all findings to your Board of Trustees so you can be confident the admin is handled professionally.

Inquiry and eligibility management

Overwhelmed by sorting through member participant inquiries?

We will handle your participants' eligibility and benefit inquiries.

Accurate recordkeeping and reporting

Recordkeeping and reporting can be time-consuming. We maintain all records and complete reporting in compliance with all government regulations, including:

Maintaining participant records, including contributions and vested percentages.

Preparing the annual benefit statement for participants.

Preparing monthly death audits.

Filing all premiums with the Pension Benefit Guarantee Corporation (PBGC).