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Record Keeping

We're good at it and we enjoy doing it

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
  • Investments, distributions, earnings, vesting, forfeitures
  • And so much more

Let us design a plan to meet your company's goals

206.430.5084  |  800.974.2814


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