Offering Full Service Plan Administration
Retirement Focus Account Management Tool
Using our proprietary technology, Retirement Focus, we service all types of pension plans in a fully automated service delivery model with proven automated processes and HR expertise. Our implementation services are designed to efficiently and completely transfer plan knowledge and historical data into our system without placing a burden on your HR staff.
Retirement Focus Online Demonstration
To access a demonstration of the participant experience with our secure participant web portal:
- Click on either View Final Average Pay Plan Site or View Cash Balance Plan Site
- Use the appropriate login criteria as listed below.
 | Username | Password |
|---|---|---|
| View Final Average Pay Plan Site | demoRF3 | demoRF3! |
| View Cash Balance Plan Site | demoRF2 | demoRF2! |
Sample Reports
Our plan sponsor quarterly performance report provides you with peace of mind that plan participants and retirees are receiving superior service. Plan sponsors receive a snapshot report of plan activity guaranteed to meet service level quality.
Plan Administration Services
We help our clients navigate and simplify complex defined benefit plan administration issues through:
- Automated pension benefits calculations and distribution processing
- Management of participant data with payroll updates
- Call center, imaging, and case management
- Secure participant web portal
- Secure plan sponsor web portal
- Compliance
- Reporting
- Retiree support
- Fully outsourced and cosourced (systems only) option
