Client Management And Plan Recordkeeping

client management afsYour dedicated Account Manager will handle the day-to-day processing, recordkeeping and support required to maintain the plan balances and provide the reporting and communications that will keep you and your participants informed at every step, including:

  • Field telephone and e-mail inquiries from plan participants
  • Management of annual elections and new participant online enrollment
  • Processing contributions, transfers and distributions
  • Management of investment allocations and underlying funding
  • Online participant access for ongoing account information
  • Sponsor level online access to plan information and reporting

Record keeping functions include:

  • Online Plan Access
  • Annual online enrollment
  • Contribution processing
  • Posting of realized or unrealized gains or losses
  • Transfer/rebalance processing
  • Distribution valuation processing
  • Asset/liability monitoring*
  • Premium & cash value allocations*
* Requires regular asset feed from the life insurance carrier or financial institution.


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