TRAC® Retirement Account Servicing

Full Account Administration and Servicing From digital onboarding to transaction processing to mail and imaging processing, TRAC helps manage plan complexities and meet participant expectations.

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Participant Web A full spectrum of account maintenance and transaction processing options, coupled with planning tools that guide participants in the decision-making process.

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Plan Sponsor Web An integrated, end-to-end solution to assist plan sponsors in administering their plans, including participant maintenance, payroll administration, investment review, reporting and more.

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Advisor/TPA Web myPLANnetwork, the access point for financial advisors, consultants and other third-party administrators, provides users a global view of their client base and includes powerful tools to manage their business.

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Compliance Module A best-in-class, fully integrated, end-to-end plan compliance testing module with self-service capability, eCompliance helps plan sponsors fulfill their ERISA-mandated fiduciary responsibilities more efficiently and accurately.

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