Getting started is easy!
Retirement Manager is your ticket to a cost-saving solution that simplifies plan administration. We’ll help you compare features through our suite of service modules to see which option best suits your requirements.
Let’s talk.
Compliance may be your responsibility, but it doesn’t have to be your burden. Contact us today to learn how we can provide you with a long-term solution to help you meet all of your compliance and administrative needs.
Retirement Manager is more powerful than ever.
Enhanced features make it easier for your employees to understand their retirement options and plan for a brighter financial future.
Stronger Security
Multi-factor authentications and identity proofing provide added protection for participant accounts
Simplified Navigation
Most important participant is front and center with access to key features in a few quick clicks
Improved Mobile Experience
Streamlined design helps enable a seamless experience no matter what device is being used
Growing Education Center
More resources and education is readily available to help individuals improve their understanding on certain financial topics
The level of help and efficiency you receive is up to you.
Loan and distribution compliance
Online salary reduction agreements*
Common Remitter service that includes limits monitoring and enforcement (on a per payroll basis)*
Plan-level participant benefit statements reflecting year-to-date contributions and account balance across all investment providers
*
Requires sharing data feeds with the employer
Services