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Plan Service Center Administration > About Plan Sevice Center

Plan Service Center:
The easy way to manage your company's 401(k)

Want to make administering your 401(k) faster, easier and more accurate? Let Plan Service Center help. It's a simple, computer-based service that makes administration of your 401(k) easy. Plan Service Center lets you access the versatile 401(k) administration system and begin enjoying its many advantages.

Plan Service Center capabilities
. Process employee information in real time. Plan Service Center lets you view, add and change employee information.
. Handle contributions without checks or paperwork. Plan Service Center allows you to send participant contributions electronically.
. Get 24-hour access to plan information. View account balances, transaction histories, current allocations, interest rates and unit values anytime.
. Find an alternative to paper-intensive stacks of reports. With Plan Service Center, timely reports are online and easy-to-use.
. Have divisional access, banking and reporting security brought to you online.
. Reduce your contract maintenance charges while you take advantage of all these features.

The Plan Service Center is available to a variety of clients. Plan Service Center allows access to our system through a PC equipped with a valid Internet connection. The Plan Service Center offers even more functionality along with the conveniences of using your present Internet service provider.

Toll-free support: In addition to Plan Service Center's many capabilities, you'll benefit from extensive Plan Service Center training and support. Your representative will set you up, and our support staff is available to answer your questions during normal business hours at 1-866-266-6291. Thanks.

Reliable Internet security: We've secured our database against all Internet security risks through a specialized firewall. In addition, all data transmissions are encrypted in both directions between our system and your browser.

Advanced features: For many clients, an ongoing file transfer makes Plan Service Center an even more powerful tool by taking advantage of our exclusive Payroll Data Interchange (PDI).

PDI is the central collection point for employee and participant plan data. It keeps information uniform between your payroll and your 401(k), reducing errors and paperwork.

With a complete Plan Service Center-to-PDI interface, you can:
. automate contribution reporting
. calculate participant vesting levels and balances
. add and update participant information automatically
. gather compliance testing information
. request employee savings illustrations for enrollment
. provide loan modeling and initiation to participants.

1. Complete a Plan Service Center order form (available online or from your broker or sales representative) and submit it to your Service Provider with a banking authorization letter.

2. We'll send you the materials and information necessary to get started, and we'll provide support for setup and processing.

Plan Service Center: Your 401(k) administration answer.

 

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