We simplify the complex servicing requirements of retirement plans with our software solutions and unique administrative processes.
Fiduciary Services
- Plan Trustee – Directed and Discretionary
- Company Stock Administration (Unit and Share Accounting)
- Certified Trust Statements
Plan Administrative and Support Services
- Asset Unitization (daily, monthly, quarterly)
- Custody and Safekeeping of Assets
- Automated Contribution Processing
- Electronic Distribution and Tax Withholding System via WebPDPSM
- Electronic Statement Delivery
Securities Trading and Settlement Services
- Automated Mutual Fund Processing via NSCC, DTCC, Fund/SERV and DCC&S
- Automated Trade Settlement and Reconciliation
- Self-Directed Brokerage Account Aggregation
|
