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Products October 3, 2003
Electronic Plan "Heads-Up" System Unveiled
March 10, 2003 (PLANSPONSOR.com) - Plan sponsors
looking for ways to keep themselves and their financial
advisors more on top of the plan's goings-on may want to
consider a new product from a Mobile, Alabama retirement plan
products provider.
Reported by Fred Schneyer
DailyAccess.Com Inc. (DAC) is offering the conneKt alert system to electronically tap sponsors and advisors on the shoulder with notification of:
- an overdue payroll
- an unenrolled participant
- an employee deferral contribution change
- a conversion balance uploaded
- an allowed distribution
- a conversion valuation received
- a distribution check request
- an ACH
- a newly terminated participant with a balance
- an employer contribution due
DailyAccess manages recordkeeping, administration, compliance, trading, custody, information access systems, mutual fund company relationships, sales support and customer service, according to a news release.