CORE Distributions Processing Solution addresses the challenges you face during distributions – the key liquidity event for any retirement planning organization. With the overview offered by the CORE solution, you can offer all stakeholders an understanding of needs and disinvestment preferences of the participants and presents relevant distribution options.
To maximize efficiency and throughput, the platform supports multiple types of distribution withdrawal:
… and also supports multiple delivery channels:
Exercise greater oversight and control over the entire process for all critical stakeholders, including plan participants, advisors, sponsors and administrators.
Simplify audit planning through comprehensive records management, policies for retention of supporting documents, audit trails and reporting.
Aggregate all distribution withdrawals and delivery channels into a single platform to make the loan disbursement process more efficient.
A Tier 1 retirement plan advisor was dealing with under-utilization of their workforce, coupled with high costs. Our Retirement Plan Administration was the perfect solution.