benefitADMIN™

Why Choose benefitADMIN™.

Comprehensive Plan Management: With benefitADMIN, you can efficiently manage a wide range of plan types including Non-Qualified Deferred Compensation Plans, Buy-Sell Funding, and more, ensuring all your administrative needs are met in one place.

Advanced Reporting Tools: Gain insights with our powerful reporting features, offering 17 different report types to help you monitor and analyze your plans with ease.

User-Friendly Interface: Navigate effortlessly through our intuitive platform, allowing you to view plan balances, individual balances, investment summaries, and transaction details at a glance.

Unparalleled Security and Compliance: benefitADMIN is backed by SOC 1, 2, and 3 compliance, ensuring your data is secure and operations run smoothly.

Comprehensive Account Management Made Easy

benefitADMIN™ makes managing your account easy, whether you’re new to the plan or a long-time participant. The homepage offers a clear view of all accounts, displaying individual and cumulative assets, as well as distribution elections. Dive deeper into your account details with comprehensive investment summaries, where you can manage investments, view detailed account information, and update beneficiaries. The platform also empowers you to actively manage your investments by rebalancing funds, exchanging funds, and adjusting future contribution allocations.

 

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2018 US Commerce Excellence in Financial Servicing

Excellence in Financial Services

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2019 Celent International A.I. Award Winner

Asset and Risk Management

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2019 A.I. Global Media International Finance Award Winner

Client A.I. Risk and Wealth Management

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US Business News

Best National Benefit & Insurance Plan Solutions Provider

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