Technology
Bold technology. Simple administration.
The investments we’re making in technology are focused on better serving our clients
We are committed to investing in our service technology and process infrastructure to continually improve the experience we offer plan sponsors and employees. We’re also boosting the scalability of our recordkeeping system through investments in cloud-computing capacity.
Best-in-Class
Participant
Participant website
Participant call center
Plan sponsor
Sponsor website
Plan reporting
Plan analytics/ benchmarking
Plan Service Center
The Plan Service Center (PSC) gives you an intuitive view into all the vital elements of your plans and allows you to quickly and easily manage them with single-click access
Easy access to retirement and healthcare savings balances, asset allocations, investment detail and plan activity
State-of-the-art user interface
Plan management and transactional capabilities
Quarterly site updates and enhancements
The PSC simplifies plan management and maintenance and allows you to see how specific segments of your plan are tracking toward an established goal.
Our innovative participant website generates results2
45%
of employees change their deferral rate
43%
average deferral rate increase
Participant Website
Employees receive a personalized view of their projected monthly retirement income so they can quickly and easily see where they stand, how far they need to go and what potential steps they can take next
Translates savings into estimated monthly income
Lets participants request immediate changes to their portfolios
Allows account access anytime via any device
Displays healthcare savings balances
The PSC simplifies plan management and maintenance and allows you to see how specific segments of your plan are tracking toward an established goal.
An Innovative Proprietary Recordkeeping Platform
We specifically designed and built our own single-purpose system to handle both recordkeeping and trust processing, providing faster network speeds and resiliencies.
Storage, servers and software along with a modern design make it easy for us to proactively address issues.
We invest in our systems and security so they continually evolve to stay current related to new threats so we are prepared when adversity strikes.
Our system redundancy allows us to move activity if one site becomes unavailable, creating a seamless experience.
We are committed to delivering the security, speed, accuracy and reliability you need.
1 Based on best-in-class awards from PLANSPONSOR 2018 DC Survey, February 2019.
2 Based on participant website usage data for the period January 1, 2018, through December 31, 2018. Users are defined as participants who logged on to the website and moved the deferral rate slider at least once.