PLAN SPONSOR SERVICES

Retirement Direct is a web-based resource that provides online access to plan information so you are able to upload payroll data, participant data, and generate custom reports.

Retirement Direct (RD) provides a service model that is a fully integrated online, real-time recordkeeping solution
for you.


Retirement Direct is a web-based resource that provides online access to plan information so you are able to upload payroll data, participant data, and generate custom reports.


Administrative and Recordkeeping Services:

 - 401(k) Plan Document Service

 - Service enhancements / New Industry Trends

 - Recordkeeping changes resulting from plan amendments

 - Plan Level Trust Accounting \ Transaction Statements

 - Quarterly participant statements

 - Compliance Services including IRS Form 5500

 - Quarterly participant statements


ADDITIONAL ADMINISTRATIVE SERVICES

 - New Enrollments – via online enrollment or forms
 - Distributions
 - Loans (if applicable)

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