Shift Administrative Services to Us

Reduce Your Workload — and Your Risk

Retirement plan administration is complex. And mistakes can be costly to your organization. Let our experienced professionals take the burden off of you and your HR staff by delivering administrative resources and fiduciary solutions.

We validate information on each employee with every payroll. So you can be assured that notifications, communications and approvals are based on the latest available and accurate data.

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I’m no longer managing dates, having printing/mailing parties with my staff or being late with my notices. And the best part is that The Standard is accountable for the services.

HR manager and client of The Standard

Fiduciary Protection: We’ve Got It Covered

As a Delegated ERISA 3(16) Administrative Fiduciary, The Standard accepts responsibility for completing certain administrative tasks accurately and on time. And we back our services in writing with an industry-leading “hold harmless” indemnification clause.

We Can Help You With These Tasks

Deliver Notices, Statements and Disclosures
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We make sure required notices are sent directly to participants. These include summary plan descriptions, quarterly participant statements and required blackout notices.

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Monitor Eligibility
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We track employee eligibility based on your plan’s provisions and notify employees so they can begin participating as soon as possible.

Perform Compliance Testing
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We handle compliance testing according to your plan provisions. We select the test that fits your plan, and we keep you informed about the results and actions needed.

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Manage Loans and Withdrawals
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We can manage the distribution process from the start of a request to payment. We’ll also review hardship requests and QDROs directly with employees.

Online Services

Manage your plan online with PlanNet.® Tools and information on the website make it easy to manage employee data, view reports and more.

Reduce Your Workload, Costs and Risk

Talk to your advisor or relationship manager about how our administrative services can help.