Plan It Retirement™

Plan It Retirement is a powerful daily valuation record keeping program that provides plan sponsors, advisors and participants with a competitively priced and fully customizable open architecture retirement plan solution.

This fully integrated user friendly system enables each client and advisor to build the best plan experience utilizing a global fund platform environment in combination with the personal touch of our TPA services. Features include:

  • Open architecture fund availability
  • Managed account options
  • Self-directed brokerage account window with TD Ameritrade
  • Socially responsible fund platform
  • Customizable model portfolios
  • On-demand mutual fund fact sheets & prospectuses
  • Online enrollment
  • Online educational tools
    (Includes retirement planning calculators and education centers)
  • Online summary plan descriptions
  • Automatic account rebalancing
  • Electronic investment transfers & exchanges
  • Fully integrated online payroll processing of contributions
  • Online loan, distribution and rollover request approval and processing
  • Downloadable statements with customized date ranges
  • 24/7 account access via internet or voice response unit
  • Real Time Exchanges along with Transaction and Contribution History
  • Daily personalized rate of return
  • Plan sponsor alerts and notices
  • Weekly payroll updates email
  • Trustee services

Online access to plan activity reports and employee account information such as daily fund positions, participant information, participant statements and more is available for plan sponsors and advisors.

> Visit www.PlanItRetirement.com for a Site Tour

Demo UserID/Passwords:
Advisor: ppsfpdemo/ password
Plan Sponsor: ppssponsor/ password
Plan Participant: ppsparticipant/ password

Contact us for more information.