Retirement Administration Defined Benefit Pensions

We’ll Help Reduce the Resource Drain and Pressure of Staying in Compliance

• 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, administration and investment services? What are the pros and cons for keeping these services and providers unbundled?

We use “best-in-class” technology of CISCO and proprietary Microsoft Clarity CRM to:

• Adminster a full-blown call center to outsource benefit calculations, notices, and all related communications for active, terminated and retired participants;
• Supervise call center with experienced consultants; using specified toll-free number for your participants;
• Track all records while serving as liaison with custodian and trustee for completed election paperwork and changes in status;