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Payroll data files are processed within two business days
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Participant statements are mailed within five business days
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Distributions are processed within four business days
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The
plan conversion period is one of the shortest in the
industry
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More than 37 years of
experience |
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Employee tenure is one
of the longest in this industry |
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In a 5 year average, 99.1% of our clients rate our services 'good' to 'excellent' |
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Reconciliation
of plan data from the prior recordkeeper |
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SAS
70 Type II Audit Report |
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Balance
all accounts daily and report
data |
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By plan
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By participant
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By fund
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By contribution source
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Internal audit team
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Comprehensive plan testing
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Electronically filed Form
5500
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