Plan Recordkeeping

Our meticulous recordkeeping closely monitors contribution rates, investment selections, balances, account statements and outstanding loans. As a trusted recordkeeper of retirement plans, we ensure complete and accurate plan records as well as the proper processing of necessary transactions.

Advantages of our diligent recordkeeping include:

• Open architecture
• Customizable Funds Per Plan
• Institutional Share Pricing
• No Proprietary Funds Requirements
• Total Fee Transparency
• Customizable Plans Design