Retirement Direct (RD) provides a service model that is a fully integrated online, real-time recordkeeping solution
for you.
Retirement Direct is a web-based resource that provides online access to plan information so you are able to upload payroll data, participant data, and generate custom reports.
Administrative and Recordkeeping Services:
- 401(k) Plan Document Service
- Service enhancements / New Industry Trends
- Recordkeeping changes resulting from plan amendments
- Plan Level Trust Accounting \ Transaction Statements
- Quarterly participant statements
- Compliance Services including IRS Form 5500
- Quarterly participant statements
ADDITIONAL ADMINISTRATIVE SERVICES
- New Enrollments – via online enrollment or forms
- Distributions
- Loans (if applicable)
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