Vaughan & Associates, Inc. streamlines processes and provides a vast array of retirement plan recordkeeping services for plan sponsors. From online reports to our automated Plan Sponsor Alert System (PAS), we have the necessary tools to help the retirement plan run efficiently. Whether utilizing our open-architecture platform or a provider with whom we have established a strategic alliance with, plan sponsors will receive the following recordkeeping services:
- Daily valuation of participant accounts
- Daily transaction processing
- 24-7 account access via web or toll free telephone (Web available in Spanish)
- Quarterly statements mailed direct to participants
- Plan Sponsor & Financial Advisor web site
- Online loans and distributions available
- On-demand web statements
In addition to our open-architecture platform, Vaughan & Associates, Inc., has established a Strategic Alliance Program with several companies in order to provide a seamless administrative package of recordkeeping and administrative services. As a result of these alliances, some of the above services will also be available through the investment product chosen.
Listed below are some of our strategic alliance partners:
V&A believes that timely reporting and communication to participants is essential in order to maintain a successful retirement plan. We take great pride in providing excellent client service and value to our clients.
For plans that use the balance forward (traditional) accounting method, participant statements of accounts are typically provided on an annual or quarterly basis.
Please contact us for more information regarding the recordkeeping services we provide.