DC Plan Administration

We administer individual ledgers to keep track of both employee and employer contributions and earnings. Each employee is provided an online account through which they can view monthly statements and keep track of contributions plus earnings.

Features

DC Plan Administration

Integration with Zalamea’s retirement admin platform to provide quick access to important information when it comes to your employees’ retirement funds’ growth and activity such as:

  • Establishing and maintaining individual records of your plan members
  • Posting and reconciling of both employee and employer contributions with the balances from the trustee or fund manager
  • Calculation and distribution of the fund earnings on a monthly, quarterly, or annual basis