Defined benefit full outsourcing services

OVERVIEW

Defined benefit plan full outsourcing services

Unlock seamless pension plan outsourcing with our comprehensive solution. Enjoy a streamlined experience with a robust web portal, real-time calculations, online retirement capabilities, and more. Our advanced technology consolidates data, reducing administrative costs and freeing you to focus on your business. Rest easy knowing your plan is in expert hands, ensuring accuracy and exceptional service.

Services

Consulting Deep experience with all structures and types of DB plans, for almost any type of organization.
Administration Recordkeeping Education	Consulting Compliance Frozen plan management	Pension de-risking DB Pension Plans Cash Balance Plans	Paired cash balance/401(k) solution Integrated pension/benefits administration solution

Consulting

Deep experience with all structures and types of DB plans, for almost any type of organization.

Administration
Recordkeeping
Education

Consulting
Compliance
Frozen plan management

Pension de-risking
DB Pension Plans
Cash Balance Plans

Paired cash balance/401(k) solution
Integrated pension/benefits administration solution

Consulting Deep experience with all structures and types of DB plans, for almost any type of organization.
Administration Recordkeeping Education Consulting Compliance Frozen plan management Pension de-risking DB Pension Plans Cash Balance Plans Paired cash balance/401(k) solution Integrated pension/benefits administration solution

Consulting

Deep experience with all structures and types of DB plans, for almost any type of organization.

Administration
Recordkeeping
Education

Consulting
Compliance
Frozen plan management

Pension de-risking
DB Pension Plans
Cash Balance Plans

Paired cash balance/401(k) solution
Integrated pension/benefits administration solution

Fully outsourced administration services Comprehensive recordkeeping and administration services.
Historical salary, service and status reports Vesting tracking Periodic & lump-sum payment election processing Retirement initiation packages Payment coordination with 20+ different payors Beneficiary records/tracking Claim services/benefit entitlement Death benefit processing Social Security audit IRS and DOL audit support Proprietary administration system	Electronic payroll update process Divisional reporting Cost-of-living adjustments Income verification Retiree data maintenance Deduction administration Locate vested terminated participants and initiate payments Special project services include Lump Sum Windows, Annuity Purchases, Plan Terminations

Fully outsourced administration services

Comprehensive recordkeeping and administration services.

Historical salary, service and status reports
Vesting tracking
Periodic & lump-sum payment election processing
Retirement initiation packages
Payment coordination with 20+ different payors
Beneficiary records/tracking
Claim services/benefit entitlement
Death benefit processing
Social Security audit
IRS and DOL audit support
Proprietary administration system

Electronic payroll update process
Divisional reporting
Cost-of-living adjustments
Income verification
Retiree data maintenance
Deduction administration
Locate vested terminated participants and initiate payments
Special project services include Lump Sum Windows, Annuity Purchases, Plan Terminations

Fully outsourced administration services Comprehensive recordkeeping and administration services.
Historical salary, service and status reports Vesting tracking Periodic & lump-sum payment election processing Retirement initiation packages Payment coordination with 20+ different payors Beneficiary records/tracking Claim services/benefit entitlement Death benefit processing Social Security audit IRS and DOL audit support Proprietary administration system Electronic payroll update process Divisional reporting Cost-of-living adjustments Income verification Retiree data maintenance Deduction administration Locate vested terminated participants and initiate payments Special project services include Lump Sum Windows, Annuity Purchases, Plan Terminations

Fully outsourced administration services

Comprehensive recordkeeping and administration services.

Historical salary, service and status reports
Vesting tracking
Periodic & lump-sum payment election processing
Retirement initiation packages
Payment coordination with 20+ different payors
Beneficiary records/tracking
Claim services/benefit entitlement
Death benefit processing
Social Security audit
IRS and DOL audit support
Proprietary administration system

Electronic payroll update process
Divisional reporting
Cost-of-living adjustments
Income verification
Retiree data maintenance
Deduction administration
Locate vested terminated participants and initiate payments
Special project services include Lump Sum Windows, Annuity Purchases, Plan Terminations

Compliance Comprehensive compliance and consulting services.
Distribution (Annual Funding Notice, SPDs) Termination, death and disability benefit notices Required government notices Plan design studies and consulting	QDRO notifications and administration Annual retirement program review Plan document support and amendments Nondiscrimination testing

Compliance

Comprehensive compliance and consulting services.

Distribution (Annual Funding Notice, SPDs)
Termination, death and disability benefit notices
Required government notices
Plan design studies and consulting

QDRO notifications and administration
Annual retirement program review
Plan document support and amendments
Nondiscrimination testing

Compliance Comprehensive compliance and consulting services.
Distribution (Annual Funding Notice, SPDs) Termination, death and disability benefit notices Required government notices Plan design studies and consulting QDRO notifications and administration Annual retirement program review Plan document support and amendments Nondiscrimination testing

Compliance

Comprehensive compliance and consulting services.

Distribution (Annual Funding Notice, SPDs)
Termination, death and disability benefit notices
Required government notices
Plan design studies and consulting

QDRO notifications and administration
Annual retirement program review
Plan document support and amendments
Nondiscrimination testing

Participant Services & Education Comprehensive program to equip participants with the information they need to take action.
Participant website Access information and inquiries Online statements on-demand Distribution options Payment inquiries Tax questions	General pension benefit questions Interactive benefit modeling Forms fulfillment DB knowledgeable and fully trained call center representatives Financial wellness platform Employee Meeting Services Award-winning Communication team support

Participant Services & Education

Comprehensive program to equip participants with the information they need to take action.

Participant website
Access information and inquiries
Online statements on-demand
Distribution options
Payment inquiries
Tax questions

General pension benefit questions
Interactive benefit modeling
Forms fulfillment
DB knowledgeable and fully trained call center representatives
Financial wellness platform
Employee Meeting Services
Award-winning Communication team support

Participant Services & Education Comprehensive program to equip participants with the information they need to take action.
Participant website Access information and inquiries Online statements on-demand Distribution options Payment inquiries Tax questions General pension benefit questions Interactive benefit modeling Forms fulfillment DB knowledgeable and fully trained call center representatives Financial wellness platform Employee Meeting Services Award-winning Communication team support