A partnership with FASCore, LLC allows you to offer your clients the highest quality retirement plan services, while eliminating the burden of in-house recordkeeping. It frees you to concentrate on strengthening relationships with your customers, rather than day-to-day administration.

Private Label Recordkeeping and Administration
FASCore® acts as your recordkeeping and plan administration “back-room.” This means you can use your expertise to sell plans and foster client relationships. Behind the scenes, FASCore provides end-to-end recordkeeping services and reinforces your brand identity at each point of customer contact through:

  • Customized participant and plan sponsor Web sites
  • Logo identification on forms and other communications
  • Branded Voice Response System and CSR/call center
  • Private label participant statements

The services available to your plan sponsors through FASCore’s private label approach include:

  • Plan design consulting and prototype documents
  • Trustee and custodial services
  • Automated vesting, loan processing, and QDRO support
  • Payroll data scrubbing
  • Signature-less processing
  • State of the art participant access via internet, VRS, and call center
  • Extensive online participant planning tools and calculators
  • Progressive plan management tools for plan sponsors through the Plan Service Center
  • Annual trust statements
  • Census support and full scope compliance testing
  • Form 5500 and summary annual report preparation
  • SAS 70 and audit support services
  • Participant communications and investment advisory services
 

 

 

 

 

© 2014 FASCore, All Rights Reserved. FASCore®, the Mountain Logo and its design elements are registered trademarks or service marks of their respective owners and are used by permission.

Access to the website and the voice response system may be limited or unavailable during periods of peak demand, market volatility, systems upgrades/maintenance or other reasons.