Plan Administration and Recordkeeping Services
As one of the public sector’s largest record keepers and asset managers, we have a single goal—to make your job as a retirement program administrator as easy and cost-effective as possible. Here’s how we do it:
EZLink
EZLink, our plan sponsor administration site, gives you electronic access to the information you need, when you need it. With EZLink, you can process transactions, access plan specific information, and be updated on regulatory and plan changes.
Platinum Services
Your Platinum Services team ensures that you receive the highest quality of services possible. It includes
- a Relationship Manager, your single source for accountability.
- a Territory Vice President who offers expertise to support your programs educational and enrollment goals
- a Client Services Manager, based at ICMA-RC’s headquarters, who ensures that you receive immediate and quality service every day.
- a Retirement Plan Specialist who delivers on-site enrollment, group education seminars and consultation services
Technological automation
Simplify plan administration with online processing of
- Enrollments
- Contribution processing
- Withdrawals and loans to plan participants
- Salary deferral changes
- Demographic data updates
- Publications and forms fulfillment
- Statements on-demand
Reporting
Customized, easy to read reports are available online and thorough onsite plan updates to assist you in monitoring plan activities and fulfilling your fiduciary responsibilities.
Corporate Professionals
Our team of associates are your resource in specialty areas including
- Communications
- Legal and Compliance
- Investments
- Information Technology
- Financial Planning