Especially for TPAs/Recordkeepers
It's our goal to support you as you serve plan sponsors and participants. And our consistently high customer satisfaction index scores demonstrate that we're making a difference for our clients.
You'll appreciate that our way of doing business helps you increase transparency.
Through our unbundled offering, we give you the freedom to work with advisors who fit your philosophy and focus. You can count on us to work seamlessly with you to help deliver a high quality experience to your clients.
We support you, providing integrated technology for your processing needs, guaranteed timely payment of mutual fund revenue sharing*, quarterly reporting, monthly plan-level account statements, quarterly fee invoices, annual trust reports, Schedule C reporting, 408(b)(2) disclosure statements, SSAE 16 Audits, and more.
*Guarantees timely payments of mutual fund revenues earned on plan balances.