We are proud to offer services to plan sponsors who choose to perform their own administration, or to other organizations that perform some or all of those services for clients. Services include, but are not limited to the following.

• Establishing and maintaining plan members’ records
• Assisting plan members with inquiries
• Developing and arranging policies governing administration management
• Receiving, recording, balancing and accounting for contributions
• Establishing and maintaining employers’ records
• Adjusting hour-bank/dollar-bank credits and updating plan members’ records
• Processing, validating and paying benefit claims and pension requests
• Preparing quarterly and annual financial reports
• Preparing data for actuarial costings and valuations