PROFESSIONAL AND PERSONAL SERVICES
Highly skilled staff will answer your questions in a friendly way. We help guide you based on our recordkeeping experience and retirement industry knowledge. We look to form long lasting partnerships with our clients to exceed your expectations.

LEADING EDGE TECHNOLOGY AND SERVICES
Retirement Direct is committed to provide you and your participants all of the latest technology and features available in the industry. This will allow you to offer a complete retirement plan benefit in your market place on either a local basis or at a national level.

FLEXIBILITY
Unlike other solutions, we are very flexible with our plan sponsors related to how we receive conversion data, contribution data, census data. We build custom templates to match the data received.

CUSTOM BRAND OUR SERVICE AT NO ADDITIONAL COST

- Ability for participants to login from a link on your web site

- Logo and color schemes to match your corporate image. This makes the plan sponsor and participant feel like its your retirement plan.

All printed material may also be customized to meet your needs and may be custom branded with your logo and color scheme.

OPEN FUND ARCHITECTURE
You may select funds from over thousands of mutual funds crossing over hundreds of fund families. This allows you to pick the best funds for each investment class.

CONVERSION PROCESS

Four Phases of a Successful Plan Conversion:

1. Planning Phase
2. Implementation Phase
3. Conversion Phase
4. Transition to Ongoing Service

We are with you every step of the way.

A proven conversion process limits the impact of change on your company and plan participants.

Your transition team consists of experienced specialists who are dedicated to a seamless transition of your plan from the previous recordkeeper. Each provides specific services during the transition process. Scheduled conference calls will coordinate activities and communicate your team’s progress.

Implementation specialists work closely with all transition team members and proactively manage every detail of your plan’s formal conversion process that includes:

- Preplanning discovery;
- An implementation questionnaire to help assess your needs;
- A sample conversion timeline;
- Working directly with your previous recordkeeper; and
- Consistent communication with all team members.