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