Technology

The investments we’re making in technology are focused on better serving our clients

We are committed to investing in our service technology and process infrastructure to continually improve the experience we offer plan sponsors and employees. We’re also boosting the scalability of our recordkeeping system through investments in cloud-computing capacity.

Best-in-Class

Participant

Participant website
Participant call center

Plan sponsor

Sponsor website
Plan reporting
Plan analytics/ benchmarking

 See more about our participant offerings

Plan Service Center

The Plan Service Center (PSC) gives you an intuitive view into all the vital elements of your plans and allows you to quickly and easily manage them with single-click access

Easy access to retirement and healthcare savings balances, asset allocations, investment detail and plan activity

State-of-the-art user interface

Plan management and transactional capabilities

Quarterly site updates and enhancements

The PSC simplifies plan management and maintenance and allows you to see how specific segments of your plan are tracking toward an established goal.

Our Innovative participant website generates results2

33%

of employees change their referral date

45%

average deferral rate increase

Participant Website

Employees receive a personalized view of their projected monthly retirement income so they can quickly and easily see where they stand, how far they need to go and what potential steps they can take next

Translates savings into estimated monthly income

Lets participants request immediate changes to their portfolios

Allows account access anytime via any device

Displays healthcare savings balances

The PSC simplifies plan management and maintenance and allows you to see how specific segments of your plan are tracking toward an established goal.

An Innovative Proprietary Recordkeeping Platform

We specifically designed and built our own single-purpose system to handle both recordkeeping and trust processing, providing faster network speeds and resiliencies.

Storage, servers and software along with a modern design make it easy for us to proactively address issues.

We invest in our systems and security so they continually evolve to stay current related to new threats so we are prepared when adversity strikes.

Our system redundancy allows us to move activity if one site becomes unavailable, creating a seamless experience.

We are committed to delivering the security, speed, accuracy and reliability you need.