Save yourself the time and stress by having us take care of your record keeping. We will collect, track, monitor and store all necessary plan records so you don't have to. We also provide an online portal where all your records are securely stored and easily accessed by plan fiduciaries.
What we can do for you:
Employee and employer contributions, including pre-tax and post-tax (Roth) tracking
Employee compensation
Vesting
Investment allocations
Participant loans, hardship withdrawals and other distributions
Plan asset valuations and appraisals for traditional and non-traditional investments