Our team regularly performs plan balancing activities, reconciling participant balances with trust statements and payroll submissions. This process ensures the plan’s financial integrity and helps avoid discrepancies that could trigger audits or sponsor concerns.
We maintain comprehensive historical records for all plan activities, providing an audit-ready archive that supports regulatory requirements and sponsor inquiries. Our systematic approach means that retrieving past data or transaction history is efficient and reliable.
Leveraging industry-standard platforms like Relius, DATAIR, and ASC, combined with custom Excel tools and macros, we automate routine tasks to increase speed and reduce human error. This technology-driven approach allows our team to deliver recordkeeping services with exceptional accuracy and consistency.
We treat each client’s recordkeeping as if we were an internal department, offering responsive communication, quick turnaround times, and proactive issue resolution. Our commitment ensures plan sponsors and TPAs feel confident their records are in expert hands.