Recordkeeping Services

A results-oriented commitment and focus.

The wide range of challenges you face can make it difficult to keep up. Market, regulatory and technological change requires constant resources, expert knowledge and improved processes all while being cost effective. Operational agility and flexibility is a must.

Differentiate your services and meet customer expectations with our flexible, fully configurable operational recordkeeping platform. Our success comes from our ability to support our clients’ growth and our ability to match business experience and knowledge with leading technology. Account servicing can be delivered on a BPO, SaaS or selective outsourcing basis and supports a full range of defined contribution plan types.

Continual Innovation: We provide solutions, not just software. That’s why we regularly consult with our clients, helping ensure that the services we offer are geared to their needs – and those of their clients.

Reduce Risk: You have the ability to configure and customize the platform. And because of our single-source code, enhancements are designed to be compatible with existing systems.

Scale for the Future: Scale your offerings with minimal additional operational development. We provide solutions for all plan types, regardless of size and work with you to determine the services that fit and support your strategies.