DEFINED CONTRIBUTION PLAN ADMINISTRATION

Whether you’re focused on reducing costs, managing risk or increasing the effectiveness of your defined contribution (DC) plan, we have custom, independent solutions that support your needs and those of your participants. Regardless of your plan size, our scaleable technology and flexible platform make it possible for us to offer a full spectrum of services to all types of DC plans.

SELECT YOUR DC PLAN CHALLENGE TO SEE OUR CUSTOM SOLUTIONS.

CHALLENGE: Scrutiny of plan fees and investment options

OUR SOLUTION:
Full fee disclosure and transparency along with investment independence (because we have no proprietary fund requirements, you can select from a broad universe of investments)

CHALLENGE: Ever-changing technology and rising costs

OUR SOLUTION:
Flexible technology that adapts to your systems and needs, through which you can streamline your operations and achieve greater efficiencies and cost savings

CHALLENGE: Regulatory complexities and fiduciary responsibility

OUR SOLUTION:
Dedicated regulatory support to help you proactively manage your fiduciary obligations, including nondiscrimination testing and regulatory updates

CHALLENGE: Helping employees financially prepare for retirement

OUR SOLUTION:
Through our Live | Work | Retire Well employee engagement strategy, we simplify the path to retirement readiness by delivering innovative decision-support tools, personalized education campaigns, multichannel technologies from print to mobile, and easy action steps

EMPLOYEE ENGAGEMENT

By applying our expertise in retirement education, online self-service tools, and superior customer service, we can deliver an impactful and integrated experience that helps your participants fully understand their options, make informed choices, and take action.