Partners

We work with leading partners to help our clients succeed in reaching their retirement readiness goals. The key partnerships cover several areas:

Trust/Custody:

We work with industry leading partners to provide great service to our clients.

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Technology:

Our core recordkeeping software and business continuity are provided by SunGard. We use SunGard’s Relius recordkeeping system for our small plan business and their OmniPlus system for our large plan business.

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