We subscribe to Sungard Corbel, which is a leading provider of software and services for the employee benefits industry.  We have been a subscriber since 1991.  For more than 25 years, SunGuard Corbel continues to serve thousands of benefit practitioners.  They offer a suite of software and services called Relius.  Through Relius we perform balance forward record keeping, necessary compliance testing, prepare necessary tax forms (5500 & 1099R), and utilize their prototype plan document system.

We provide third party administrative services for defined contribution plans.  Our services include the following:

• Provide Plan Comparison
• Plan Design
• Employee meetings, education and enrollment
• Determine Eligibility
• Calculate Vesting
• Monitor allocation of Employer and Employee contributions, Forfeitures and Earnings
• Monitor contribution limitations
• Perform testing as required by plan
• Prepare Annual Plan Sponsor Valuation and Employee Statements
• Prepare Form 5500 and Attachments for review and submission
• Calculate and/or Process Plan Distributions
• Calculate and/or Process Plan Loans
• Prepare IRS Form 1099R’s

We work closely with investment platforms, such as Manulife Financial and  Hartford Life who offer daily valuations, voice response technology, and interactive internet services