Administrative
Services
Sponsors who the chose the RIA(k) Smart Plan as their administrative service provider
do so with the confidence that they are being serviced by
experienced individuals taking full advantage of the convenience
and economies of the latest technologies.
Key Administrative and Recordkeeping Services Highlights:
- 24-hour/7-days-a-week,
fully transactional online participant and plan sponsor
access;
-
Single point of contact and dedicated client service representatives;
-
Electronic processing of contributions, loan and distribution
services;
-
Full-service administrative, testing and reporting capabilities;
-
Comprehensive on-line management reports detailing plan
activity.
When
we are chosen as a new service provider, we work directly
with the previous service provider to ensure the accurate
and smooth transfer of plan data and assets. Our conversion
team will navigate the plan sponsor through the entire plan
implementation and conversion process while simultaneously
coordinating with our on-site financial consultants to execute
a customized participant awareness, education and investment
guidance program.
