Daily Recordkeeping Services

Our real-time daily valuation platform helps you eliminate many of the administrative burdens that accompany a retirement plan. Our state-of-the-art recordkeeping system and administrative service helps you to keep track of the information you need for a successful plan administration.

This Means:

• Processing of contributions
• Initiation of plan disbursements
• Same-day exchange processing for all mutual fund trades
• Timely and accurate delivery of participant statements
• Out sources of Loan Processing
• Assistance with ERISA compliance
• Plan design, consulting and document services

Fidelity Wealth Central

Fidelity Wealth Central has served as your connection for trade automation, integration and execution.

For Your Company, this will mean:

• Additional product offerings
• Wide range of NO LOAD mutual fund investments
• Enhanced technology and integrated services
• Regulatory compliance updates