| Are your plan sponsor reports really yours? |
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| How well do they meet your unique needs from branding to workflow? |
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| Whether you are managing 10 or 10,000 plans, our solutions are unique in that we can customize virtually every aspect of our reports including the look and feel, content and investment criteria used to monitor the plan line up. We can even automate commentary generation using our proprietary “rules based text generation” technology. |
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Distribute Reports Faster & More Cost Effectively — typically the 10th to 12th business day following the quarter end (based on data availability). |
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Reduce time needed for compliance review — our rules based text can be customized to meet compliance requirements so only the rules need to be reviewed not every piece of commentary you distribute. |
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Monitor IPS criteria and generate a watch list — use your own investment criteria to monitor the fund line up and produce a watch list each quarter. |
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Manage report generation & distribution — Empower sales and support teams with sophisticated and easy to use online tools and e-mail solutions. |
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| “With all the so called experts out there, it’s refreshing to work with a firm that listened to our needs and built a solution specifically tailored to the way we do business.” |
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-VP Product Management,
Bundled Retirement Plan Provider |
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