Fee Management

CORE fee processing solution is a unified platform that aims to bring transparency in the DC recordkeeping and plan administration fee process. Fully automated, the system performs precise calculations from oceans of data and provides detailed breakdown of fees and services at both dollar and basis point levels – from flat annual charges to multifaceted participant / plan balance based fees. It does this while ensuring the integrity of the data and significantly decreasing the risk of errors.

It’s a complete solution, providing a modern, advanced single platform, by automating the integration and synchronization of data, at every stage of the recordkeeping and plan administration process, from the recordkeeper to the plan provider to the trustee to the advisor.