Record Keeping

Transparent Processes—On Time and Accurate

The record keeping function provides processing of all payroll uploads and plan administrative services including, tracking participant eligibility and vesting status as well as participant services which include managing the website, operating the call center and providing participants with quarterly statements. FutureBenefits utilizes Schwab Retirement Technologies as the backbone of the record keeping system. Schwab RT develops and hosts flexible retirement solutions to enable retirement plan advisors and record-keeping providers to help drive participant engagement and outcomes. Help plan sponsors understand the value of their retirement plan.  Record Keeping can be tedious but is imperative to remain compliant and in good standing in today’s environment. We simplify the record keeping process and shoulder the burden for you.

Through regular communication and transparency, we can work on your behalf to maintain records, keeping every detail accurate and up-to-date, so that you can rest easy knowing that someone is watching over the details—so that you don’t have to.

Our own Open Architecture Fund Platform system provides automated failover, business resumption, disaster recovery, and offsite storage of nightly data backups. We guarantee 99% uptime access to your account.

Our secure online portal offers unlimited transactions of your account, toll-free support, reporting to participants, sponsors, and advisors, customized modeling of investments, and much more. Get in touch with us to learn more about our simple and straightforward retirement plan services.