Features across the entire
recordkeeping lifecycle
Seamless data integration
with CORE Mapper
End-user portals for
participants, sponsors and TPA
Compliance with provisions of the
SECURE Act 2.0
Secure, scalable, responsive, and
AI-powered solution
Ability to deploy the whole platform
or select modules
The CORE Platform streamlines every aspect of the recordkeeping process, powered by smart automation and AI capabilities. Here are some of CORE’s powerful modules.
Find out more
CensusSeamlessly manage participant data such as demographics, bank account, beneficiary, eligible / enrolled plan and more. Also track terminations, rehires, location changes and employee group movements to automate downstream computations.
EligibilityStreamline eligibility computations across all provisions, immediate or age-based rules, terminations / rehires / breaks in service and long-term part-time work. Enable auto-calculations for eligibility forecasts and exclusions, along with automated alerts.
VestingAutomate vesting calculations taking into account provisions such as actual hours, elapsed time, equivalency, custom vesting schedules, overrides, and grandfathering. Manage customized vesting provisions for employee groups and categories.
CommunicationsEnable seamless communication with users through email notifications and reminders for crucial events. Compose with user-friendly text editors, attachments, system variables, actionable links and templates.
PayrollStreamline payroll processing with self-serve portals and data integrations. Enable real-time validation, calculations for match and non-elective contributions, automated tracking of compliance and plan limits, and funding capabilities.
Transfer & RebalanceGet a 360-degree view of assets, investment performance and fund. Auto-rebalance based on thresholds. Automatically adjust participant deferral elections, fund restrictions and reporting on 22c2 ensuring compliance.
Loans & DistributionsEmpower participants to help themselves with self-service and straight-through processing. Unlock faster loan and distribution requests, automated tax calculations, expedited approvals, e-signatures and timely communication to stakeholders.
ReportingUse canned and customizable reports with a wide range of filtering and sorting capabilities. Personalize and save each report to user logins, ensuring data privacy and accessibility. Download reports in multiple formats to suit your needs.
TradeSetup investments, clearing partners and diverse clearance times—supporting both standard and late-day trades, and to send trades fully disclosed or netted-off. Enforce restrictions on investments, specific transactions and market timing rules.
Transaction MaintenanceGain a comprehensive view of all transactions — history, impacted account and vested balances, source and investment breakdowns, trade specifics, uploaded documents, request and approval records, and more.
FeesSetup fee types for recordkeepers, payroll providers, asset management, transaction processing etc. Create classifications, specifications and execute based on account or investment balance. Tailor based on thresholds and exclusions as needed.
MapperEffortlessly validate, transform and migrate data with CORE Mapper, powered by retirement industry-specific rules. Output data in real-time or in batch mode across formats. Handle everything from simple data conversions to large scale plan inheritance from a source system.
End-user portals for participants, sponsors and TPAs, with specific user journeys, deliver personalized experiences that meet individual needs.
Crafted by specialists, CORE Mapper — with auto-mapping powered by AI — enables data migration, plan conversions, and 3rd party system integrations, with drag-and-drop interfaces.
Custom vesting schedules templates, trade processing restrictions, fee management are all available out of the box. What’s more? You can choose to deploy the entire platform or selected modules based on your needs.
The CORE platform is designed from the ground-up intelligently automating every possible process, such as vesting, calculations, forecasting, communications, reporting, compliance and data management.
CORE is compliant with a majority of the SECURE Act 2.0 provisions out of the box, such as LTPT, integration of employer contributions and catch-up as Roth, QBADs, expanded auto-enrolment and updated age criteria for RMDs. It is also designed with adaptability to future changes.
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