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:

  1. Click on either View Final Average Pay Plan Site or View Cash Balance Plan Site
  2. Use the appropriate login criteria as listed below.
Retirement FocusUsernamePassword
View Final Average Pay Plan SitedemoRF3demoRF3!
View Cash Balance Plan SitedemoRF2demoRF2!

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

Our Publications

Defined Benefit Administration Services Brochure