• Would you like to outsource your defined benefit administration services efficiently and affordably without having the economies of scale of a large organization?
• Would you like to outsource a portion of your defined benefit administration services while retaining only the responsibilities you desire?
• Should you bundle your actuarial and investment services? What are the pros and cons for keeping these services and providers unbundled?

We'll partner with you to:

• Full outsourcing to administer calls, benefit calculations, notices, and all related communications for active, terminated and retired participants;
• Supervised call center with experienced consultants; using specified toll-free number for your participants;
• Tracking of all records while serving as liaison with Trustee for completed election paperwork and changes in status;
• Governmental filings for Pension Benefit Guaranty Corporation (PBGC) and IRS;
• Compliance with all required testing of plans.