Administrative Partnership

Exceptional Service and Support

  • When you call your plan provider, do you feel you are constantly being sold a new product?
  • Does your provider ask your team -- at year-end -- to produce payroll information your provider has been collecting all year? How much time does your team 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 are satisfied?


A dedicated point of contact who is knowledgeable about your plan.


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