Upgrade Your Plan Administration

Traditional administration solutions often feature outdated tools, inadequately trained staff, and all-or-nothing service models that are not well aligned with today’s plan sponsors. We believe in simplifying your plan administration.

Our Approach To Plan Administration

We understand the type of experience that today’s participants and sponsors are looking for and we’ve designed an administration support structure that delivers just that. We’ve incorporated our decades of plan administration experience into developing an administration platform that simplifies the experience for sponsors and participants from implementation to day-to-day management.


We believe in transparency in all we do. We ensure that all data(e.g, call logs, participant interactions, etc) is visible and available to you.


We provide administration for all types of plans, whether in-sourced or out-sourced.

Streamlined Processes

With everything on the same system, our Daily PlatformSM provides a high level of convenience, customization, and modern features, leading to lower costs and increased efficiencies.


We believe that plan administration doesn’t have to be complicated. Our proven processes and automation create a simplified administration experience.


We provide administration for all types of plans, whether in -sourced, co- sourced or out sourced.


Our completely onshore team of pension experts provides personal support of the highest quality to participants and sponsors.

Simplify Your Plan Administration

The Daily Platform provides plans sponsors and participants with unprecedented 24/7 access to all plan information allowing for streamlined workflow and enhanced transparency. Some enhanced plan features include:

  • Interest credits based on actual returns on trust assets
  • Daily valuation of participant account
  • Real-time access to plan funded status

Daily Platform

Contact Jeff Cutts

Jeff is here to answer your questions on how our Plan Administration solutions can support your needs.

Contact Jeff

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