Daily Valuation & Record Keeping

Benefit Solutions Corporation’s daily valuation and record keeping platform empowers participants to direct their own accounts through online transactions, as well as access educational tools, and links to a library of other professional websites.

The benefits of partnering with
Benefit Solutions Corporation:

• Receive referrals of plan sponsors seeking a retirement plan solution that offers an “open architectural” platform
• Reduce sales time and paperwork by using an exclusive customized sales process
• Provide clients with low-cost retirement plans which include access to mutual funds from a wide selection of well-known mutual fund families

Benefit Solutions Corporation’s licensed partners can offer their clients the identical sophistication and functionality of large investment firms and insurance companies without large investments in additional resources and increased risk. This option gives financial institutions and professionals the ability to keep control of the relationship with the clients and not risk losing them as a vendor. Our system is able to provide our partners with this “in-house” option because we harness the power of technology bringing recordkeeping to a new level of efficiency and profitability.

Features:

• Ability to produce customized benefit statements
• Access to virtually all mutual funds
• Automated transfer and trading
• Self-directed brokerage account options
• Fully automated dividend allocation, cash receipts and disbursements, including check writing and 1099’s
• Participant internet access
• ACH debit request
• Nightly reconciliation
• Comprehensive reporting for trade tracking and reconciliation

Benefit Solutions Corporation can offer all of this in addition to a fully customized, private label platform in tune with the specific needs of your organization.