We provide plan management services through daily, ongoing support to defined contribution plan sponsors at both the plan sponsor and plan participant level. You will be partnered with a dedicated account manager who will support you on a personal and local level. Combined with a high degree of technical expertise that each of our account managers possess, you are assured a high standard of customized service and support. Our plan management services include:

  • Daily plan inquires, service provider communication and ongoing plan design and documentation support
  • Investment education services, transaction inquiries and processing support
  • Coordination and management of all service providers