Plan Administration and Recordkeeping Services

Plan Administration and Recordkeeping Services

  • Daily valuation of participant accounts
  • Plan design
  • Document preparation and filing
  • Continuous compliance assistance
  • Annual reporting and administration

Investment Advisory Services

Investment Advisory
Services

  • Assist advisors in a wholesaler capacity with sales and back room support
  • Assist as ERISA Investment Manager
  • Investment Advisory Services available to participant directed DC plans, Cash Balance DB Plans, and NQ Plans

Integrated Payroll Services

Integrated Payroll
Services

  • Immediate and accurate transfer of data between linked systems
  • One common processing platform
  • 50+ unique payroll features with complete data import, export, and reporting capabilities

Actuarial and Consulting Services

Actuarial and Consulting Services

  • DB and Cash Balance design & implementation
  • Paired plan strategies and services
  • ESOP administration services
  • Actuarial certification and administration
  • FAS106, GASB and Health Claims Analysis

Participant Education

Participant Education

  • On site or virtual enrollment / education meetings
  • Award winning SmartPlan offering online enrollment and education
  • Customized Education Policy Statement
  • Retirement Readiness Assessment

Plan Installation

Plan Installation

  • Dedicated team to assist during conversion
  • Single point of contact during conversion
  • Website training
  • Communication materials
  • On site or virtual enrollment / education meetings

About MyHSA

MyHSA is a different kind of HSA, it’s a better HSA. MyHSA is designed for the long term while making it easy for you to access your money to pay for medical expenses that you have today. (More)

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