♦Daily, Monthly or Quarterly valuations of participant accounts,
♦Plan Sponsor flexibility to choose funds from any fund family,
♦ Interactive Voice Response system, available in English and Spanish through a toll free 800 number, triple security, 24 hr, 7 days a week, for fast and easy access to plan accounts, participant information and transaction request secured Internet access
♦ Interactive Internet Services (available in English and Spanish) to access participant accounts where participants can check their current account balances, learn about fund investing, initiate transactions such as rate and investment changes, loans and interfund transfers within their accounts. for fast and easy access to plan accounts, participant information and transaction request secured Internet access
♦Compliance testing (ADP/ACP, Top Heavy, IRS Sec. 415, etc.)
♦Government Forms including 1099-R, and Form 5500's.
♦Comprehensive participant reporting that is accurate, on time and easy to read in both English and Spanish
♦Quick and informative responses to your telephone inquires
♦Detailed reconciliation of plan accounts for your staff and auditors use
♦A proactive approach to keeping you abreast of new regulations and legislation, that affects your plan and its participants
♦An uncompromising devotion to service and quality
Sansima Consulting Group, Inc. PO Box 8677 Princeton, NJ 08543-8677 phone: (908) 500-4504 phone: (908) 500-4154
Sansima Consulting Group, Inc. is a company that delivers “made-to-order” recordkeeping services that fit your real needs, always keeping the plan sponsor and participants’ interests in mind.
