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Recordkeepers
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Our recordkeeping partners provide you with access to automated retirement plan platforms complete with internet access, daily valuations, and diversified investment options..
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Recordkeeping Partners |
Below is a list of our recordkeeping partnerships. We work closely with these partners to provide you a comprehensvie retirement program. |
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Through these partnerships we provide you with plan design consulting, plan document preparation and maintenance, plan administration, compliance testing, and tax filings. |
Benefits to You |
Our recordkeeping partners provide complete daily valuation recordkeeping systems for your 401(k) plans. Below are some of the benefits to you: |
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Multiple Fund Families |
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Daily Valuation of Accounts |
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Enrollment Meetings |
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Employee Education |
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Online Account Access |
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Quarterly Participant Statements |
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July Provides Administration |
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