top of page
Our Services
What we do
for our clients
Collect and maintain contributions, salary and participant data for all plans; calculation and payment of benefits as well as funding status management for the defined benefit Group Trust.
Perform compliance testing (non-discrimination and top heavy testing), maintain compliant plan documents, procedures; regular reporting to the PBGC, the IRS (Form 5500) and to the Board of Trustees.
Manage investments in a prudent manner; act on behalf of and putting plan participants ahead of own interests.
Ensure clear communication and helpful tools are available; host individual and group education sessions for participants; issue Funding Notices, Summary Plan Descriptions and Summary Annual Report.
Proactively manage and nurture vendor relationships and track performance vs costs to ensure the best possible outcome for plan participants.
Dedicated Benefit Specialists assigned to each bank for customized and consistent services to HR professionals as well as plan participants, making it easier to navigate complex retirement topics.
Compliance and Reporting
Communication and Education
Dedicated Resources
Recordkeeper and Plan Sponsor
Fiduciary
Vendor Management
bottom of page