Administration Services

In performing retirement plan administration services, we act as a Third Party Administrator to assist the employer in meeting record-keeping and reporting requirements. We prepare the plan document, perform required discrimination and qualification testing, prepare necessary tax returns, assist in employee enrollment/education meetings, and facilitate the smooth operation of the plan. Via arrangements with certain Alliance Partners, plan sponsors and participants also may receive:

• multiple, name-brand investment options with daily-valued accounts, allowing for participant-directed transfers between investment options as frequently as daily;

• toll-free participant hotlines staffed with customer service representatives who are available to answer participants' questions concerning the plan or its investments;

• internet access to their account via a  secure website that offers the ability to make investment changes online as frequently as daily;

• under certain conditions, a self-directed brokerage account through which the participants can direct the purchase of stocks, bonds, or mutual funds, with the ability to move money between the brokerage account and the plan's core investment options via the internet or participant hotline as frequently as daily.

We bill for our administration services in accordance with our standard fee schedule, which is updated from time to time. However, because of revenue sharing arrangements with, and the efficiencies that result form the use of our Alliance Partners relationships, substantial fee discounts may be available.

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