• We have over 135 clients on our platform and have over 1.7 million participants under administration.
• Our site processes over 50,000 interactive transactions daily and processes payments (both checks & direct deposit) to over 70,000 retirees monthly.
• We have been in operation for sixteen years. Our staff has been working together since the mid ‘90s deploying internet-based admin solutions to clients such as UPS, MBNA and American Express.
• We service the corporate market as well as the public sector DB arena where we have systems at the state, county and city levels.
• We live at both ends of the market, providing administration solutions for as little as $25,000 and as well as in excess of $1,000,000.
• We can integrate with Excel calculation spreadsheets providing by the plan actuary, allowing us to deliver robust administration capabilities (including participant web) at the aforementioned mid-twenties price point.
• We have a range of capabilities that call center operations find useful including:
  • Imaging,
  • Telephony integration,
  • E-mail integration,
  • Operational dashboards,
  • Barcoding,
  • Workflow and
  • DocuSign integration.

System record keeps pension data (DB and DC) and produces nicely formatted annual statements with robust graphs that detail the components of their retirement benefit. 

On-line record keeping system with self-service for employees to understand their vested benefit and to elect a payment and for Administrators to review data and report on election choices.

On-line solution to track employees through the various stages of a disability leave, producing all of the forms and letters that are needed to manage the process. 

Sophisticated on-line modeler with robust spreadsheets and complex modeling formulas to model different H&W and Pension scenarios in real time during labor negotiations to understand with a high degree of granularity what a contract provision will cost.