Support and operational excellence for you

We give you Plan Sponsor education, a Plan health review and tactical Plan management. Add detailed reporting and a holistic approach to securing your data to the mix, and you can see how we support you every step of the way.

• Fiduciary education
• Regulatory & economic reports
• Regular updates/reviews


Everything from fee disclosure and transparency to self-directed options for your participants

• Plan document services
• Ad-hoc custom reports
• Plan-level retirement reports

Detailed reporting

Our Plan Health Dashboard gives you the full picture of your Plan’s health, including:

  • Showing how all participants are engaging with your plan
  • Breaking down plan demographics, contributions and key measures
  • Showing your participants’ progress toward retirement readiness

A holistic approach to securing your data

We break it down into 3 key areas for fraud detection and prevention.



  • Over 200 dedicated associates for data protection
  • 24 x 7 Security Command Center
  • Daily IT and Ops briefings
  • Associates as perimeter
  • Partnership with FS-ISAC for threat intel


  • Specialized security questions
  • Security education for members
  • Enrollment to web profile establishment
  • Electronic statements
  • FraudShare — Industry LOMA Founders Council


  • Identity verifications
  • Multiple firewalls
  • E-Fraud validation
  • Voice Authentication 
  • Banking Validation
  • Proactive text messaging alerts
  • Participant “Account Lock” distribution holds