As cash balance plan specialists, we know the challenges plan administration can bring. With more and more companies adopting cash balance plans, we believe an effective administration platform is a must-have, and that’s why our technology group has developed the Daily Platform℠ designed to simplify the administration process.
Whether you have a traditional cash balance plan with a fixed interest rate, or following the corporate trend towards a more dynamic market return credit rate, the Daily Platform℠ is an automated solution designed to empower plan sponsors and participants by providing on-demand access and eliminating reliance on 3rd party consultants.
While most others just repurpose a traditional DB platform, or worse a DC system, our Daily Platform℠ was built specifically for Cash Balance plans providing easier implementation, navigation that makes sense and a lower price tag than a traditional jerry-rigged platform. Come experience the future of Cash Balance plan administration.
Comparison of CB Admin Solutions
|Traditional CB Admin|
|Daily reconcilliation of assets and benefits|
|Direct links with over 1000 custodians|
|On-line 24/7 access for participants and plan sponsors|
|Direct Link with any DC Vendor providing daily account balance updates|
|Online distribution processing and report generation|
|Comprehensive Plan Information at your fingertips|