Connect2Maintain®
Connect2Maintain® combines PlanConnect®'s plan design expertise and plan document services with state-of-the-art technology to meet the various challengin plan maintenance needs of today's plan sponsors. And because those needs can vary, you can select only the services you need, when you need them.
The New Standard in Plan Maintenance
Through Connect2Maintain®, PlanConnect® will help you design a plan that meets the needs of your organization, and then give you the tools to manage it with ease. Connect2Maintain® is...
- Seamless - One of our top goals at PlanConnect® is to make plan administration as seamless as possible through the best use of proven technology.
- Collaborative - Combining our systems with our collaborative approach - including a plan relationship manager - makes sure that you receive the one-on-one support you deserve.
- Prompt, Accurate, and Secure - We take every step we can to make sure transactions and reviews are quick and accurate, and that your data is completely safe and protected.
Documentation and Coordination
Connect2Maintain® will provide and coordinate the documentation you require to maintain your retirement savings plan and keep it in compliance with regulations. We will also keep those important documents secure. For example, Connect2Maintain® offers:
- Plan documents or amendments, as required, due to either new regulations or changes you make to your plan.
- Investment provider agreements coordinated with your approved plan providers and, if necessary, deselected providers.
- All required administrative forms and a secure recordkeeping repository.
| Connect2Maintain® Employer Services | |||
| Plan documents and amendments as required | |||
| Investment provider agreements coordinated with approved and deselected providers | |||
| Plan relationship manager assigned for complete, step-by-step support, from set-up forward | |||
| Online employer administrative tools to manage plan activity and support participants | |||
| All necessary administrative forms and a secure recordkeeping repository | |||
| On-demand ad hoc reports and (if necessary) ERISA plan reporting | |||
| Online participant services for enrollment, contribution rate changes, loan forms, etc. | |||
| Average contribution testing and eligibility calculations | |||
| Assists and advises plan sponsors regarding eligibility and participation requirements, e.g., universal availability rule | |||
Employer Support - More than a Checklist
PlanConnect® will assign a plan relationship manager to work with you beginning at set-up and continuing throughout the years of your association with PlanConnect®. We will provide you with the most up-to-date tools and technologies to help you manage your plan. And, through our relationship manager and our corporate strategy of collaboration and proactive outreach, we will work to continually improve our services. At PlanConnect®, there's more to employer - and employee - support than a checklist.
Among our many systems for plan administration and employer support, are:
- Web-Based Administration Tools - You have access to many online administration tools. These tools let you review and update data files, create reports, transmit employee contribution data, and view other related processes.
- Updates on Plan-Related Issues - You and your staff will be kept up to date and informed with bulletins, notices, and online communications.
- Analytical Reporting - We provide reporting analyses designed to support the administration of the plan. Equally important, our online services are customizable and available 24/7.
