Our Recordkeeping Partners
Our investment partners are some of the industry’s largest financial institutions. They bring to the smaller-plan market innovative investment products, technology and employee education and support.
What Our Investment Partners Do
In addition to providing a menu of investment options for a plan’s line-up, each investment platform partner provides participant accounts on a Daily Valued 401(k) investment recordkeeping platform. This program gives participants 24-hour access to their accounts.
Each pay period, the employer transmits plan information to the partner’s investment platform, including the company’s payroll data and funds to be invested according to participant elections. Each quarter, this platform provides participants with statements summarizing their account activity. Our investment platform partners also provide comprehensive employee communication materials and enrollment support, as needed.