When we set out to create PlanConnect®, we did not forget about financial professionals like you. Our goal was to reinvent the TPA from the ground up, making it the most complete, efficient, and thorough service for plan sponsors, participants, and financial professionals.
We also understand that ultimately, the key to successful plan administration is the satisfaction of the plan participant. And no one understands the participant better than his or her financial professional.
Our Commitment to You and Your Clients
PlanConnect® has a dedicated team ready to work closely with you, one-on-one. Financial professionals are often the best sources for innovative new ideas–if you have suggestions, questions, or would like us to prepare a proposal for an employer with whom you work, click here for contact information
Our Commitment to Your Business
We have extensive experience administering 403(b) and 457(b) plans. And we have the backing of a large and successful global family of businesses. PlanConnect® has developed state-of-the-art systems and efficient procedures so that:
- Your clients’ contributions are quickly processed,
- Your clients can take advantage of our complete suite of valuable account management tools, including online approval of certain transactions, and
- Your clients’ accounts are monitored closely to make sure they are in compliance with their plan and federal regulations.
You can be confident of the quality of our services and stability of our organization, which can be useful in creating new opportunities for approaching prospects or even clients.
Salary Reduction Forms
Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.
