When we set out to create PlanConnect®, we did not forget about financial professionals like you. Our goal was to reinvent the TPA from the ground up, making it the most complete, efficient, and thorough service for plan sponsors, participants, and financial professionals.
We also understand that ultimately, the key to successful plan administration is the satisfaction of the plan participant. And no one understands the participant better than his or her financial professional.
PlanConnect® has a dedicated team ready to work closely with you, one-on-one. Financial professionals are often the best sources for innovative new ideas–if you have suggestions, questions, or would like us to prepare a proposal for an employer with whom you work, click here for contact information
We have extensive experience administering 403(b) and 457(b) plans. And we have the backing of a large and successful global family of businesses. PlanConnect® has developed state-of-the-art systems and efficient procedures so that:
You can be confident of the quality of our services and stability of our organization, which can be useful in creating new opportunities for approaching prospects or even clients.