Retirement Plan Administration

Why Should My Business Outsource?

Retirement plans are a key element to attracting and retaining the most qualified employees. Almost all businesses want to help their workforce build a secure future with a solid 401k, profit sharing, or pension plan. But with issues like compliance, service, technology, and investment performance to consider, administering your plans in-house requires a great deal of expertise and continuing education to keep your plan qualified and eligible to receive favorable tax advantages. That’s why retirement plan administration is the most commonly outsourced benefit administration process.

So how do you maintain compliance with government regulations, offer top performing investments, allow employees real time access to account information, and control costs?

Investments. Compliance. Service.

Rampart Advisors is a full service administrator of company retirement plans that gives your business all the advantages usually reserved only for the largest companies. Our “open platform” allows your plan to select from the best performing mutual funds in each asset class, optimizing return on investment and complying with fiduciary standards. Participants have secure access to account information and can easily complete transactions in minutes without paper forms or HR assistance. Our fully integrated discrimination testing and government forms module help keep you in compliance and reduce your costs of administration and audit. And if there is ever a question, our experienced plan administrators are available to assist your participants, auditors, or management team.

Key Features

  • Access to over 15,000 mutual funds from over 300 fund families
  • Simplified investment choices through customized lifestyle funds and asset allocation models
  • Account access for employee self service via Internet
  • Account access for Plan Sponsor and Auditors via Internet
  • Discrimination testing and compliance
  • Preparation of annual government forms and reports
  • Fully integrated with Rampart Advisors payroll services

Related Services

  • Full proposals illustrating employer costs and compliance requirements
  • Development of Plan Documents and Summary Plan Descriptions
  • Quarterly fund performance review and investment analysis
  • Employee enrollment and ongoing communication materials
  • Optional investment advisory service through an independent third party