 |
 |
|
Payroll data files are processed within two business days
|
|
|
Participant statements are mailed within five business days
|
|
|
Distributions are processed within four business days
|
|
|
The
plan conversion period is one of the shortest in the
industry
|
 |
|
35 years of
experience |
|
Employee tenure is one
of the longest in this industry |
|
In a 3 year average, 99.4% of our clients rate our services 'good' to 'excellent' |
 |
|
Reconciliation
of plan data from the prior recordkeeper |
|
SAS
70 Audit Report (Type II) |
|
Balance
all accounts daily and report
data |
|
|
by plan
|
|
|
by participant
|
|
|
by fund
|
|
|
by contribution source
|
|
 |
|
|
|
Internal audit team
|
|
|
Signature-ready Form
5500
|
