Administrative Services

Sponsors who choose the Schneider Downs Qualified Plan Advisory Group as their administrative service provider do so with the confidence that they are being serviced by experienced individuals taking full advantage of the convenience and economies of the latest technologies.

Key Administrative and Recordkeeping Services Highlights

• 24-hour/7-days-a-week, fully transactional online participant and plan sponsor access;
• Single point of contact and dedicated client service representatives;
• Electronic processing of contributions, loan and distribution services;
• Full-service administrative, testing and reporting capabilities;
• Comprehensive on-line management reports detailing plan activity.

When we are chosen as a new service provider, we work directly with the previous service provider to ensure the accurate and smooth transfer of plan data and assets. Our conversion team will navigate the plan sponsor through the entire plan implementation and conversion process while simultaneously coordinating with our on-site financial consultants to execute a customized participant awareness, education and investment guidance program.