Welcome!
There are many who can offer recordkeeping and investments, and virtually every provider is impressive in one area or another. But the ultimate questions is, “How well positioned is the provider to satisfy the needs that are most critical to your plan?” In a benefit as critical as your retirement plan, we believe it pays to have a relationship with someone with whom you may have a multi-level relationship.
This proposal outlines the creative solution Pension Administrators Group (PAG) can deliver to your Retirement Plan.
Our Goals
Plan Sponsors are interested in a provider who will:
- Deliver a seamless operational environment, with the latest technology and features offered in the market place.
- Deliver proactive and responsive service, while helping the plan sponsor to look for highly efficiency economies and avoid operational pitfalls within their plan.
- Offer a quality array of plan investments, including no-load funds from a range of known fund families, while covering the critical asset classes.
Program Highlights
The PAG Real Time Daily Valuation Program includes:
- Comprehensive daily valuation administration with same-day trading across funds and web/ voice response “refresh” that same evening.
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Straight through processing technology.
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Participant call center (8:00 a.m. – 6:00 p.m., Monday through Friday) to answer participants’ questions.
Industry Leadership
- Successful long-term collaboration.
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Ongoing re-investment into the product.
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Long-term commitment to support your evolving business needs.