Plan Recordkeeping
Financial Management Solutions offers the following services for daily valuation recordkeeping:
• Determine eligibility for entire employee population.
• Process employee contributions, loans and distributions.
• Calculate employer contributions
• Execute all necessary transactions with Plan custodian.
• Process participant elected transfers.
• Reconcile trust assets to plan assets on a daily basis
• Allocate any applicable dividends
• Prepare and mail participant statements
We adhere to rigorous quality control procedures to ensure the highest level of accuracy and timeliness. Peers and supervisors must review even the smallest tasks, as we strive to better your client relationship through overall superior delivery of services.
