Administrative Partnership

Exceptional Service and Support

  • Do you know who your plan contact is? Can you reach him or her directly?
  • Does your provider ask the plan sponsor — at year-end — to produce payroll information your provider has been collecting all year? How much time does the plan sponsor lose by re-sending the information already collected?
  • When you ask your provider about ways they can make your life easier, how flexible are their processes to ensure you and the plan sponsor are satisfied?


A dedicated, single point of contact who is knowledgeable about your plan is the cornerstone of service.


Our Relationship Managers and Retirement Specialists are purposely limited in the number of plans they can service to ensure attention is personal, individualized, and knowledgeable.



Case Study