Streamlining benefit payments to help administer your retirement plans.
There are a lot of moving parts to support the process of making retirement benefit payments. We can help you simplify it all including acting as paying agent for benefit payments, reporting, and related tax support services. With a secure electronic link to benefit records, distributions, and retiree payment information, you can administer the financial elements of your benefit plans all in one place.
Our intuitive technology platform gives you instant online access to payment records for benefit recipients including current and prior payments, withholdings, deductions by type, and individual recipient profiles. You can also access up to three years of payment history for any payee.
Easy access and intuitive links help you take the following actions:
- Search for a payee to create periodic or lump sum payment.
- Use file transfer to upload multiple benefit requests in PDF, Excel or CSV formats.
- Create and share custom reports using our flexible reporting capabilities, or build custom data extracts for use in other applications.
- Participant web experience to summarize distribution information.
Have questions? Let’s talk.
Are you a retirement plan participant or retiree with a payment question? If so, get immediate answers from the Engagement Center at 877-877-1207.
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