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.
2018 US Commerce Excellence in Financial Servicing
Excellence in Financial Services
2019 Celent International A.I. Award Winner
Asset and Risk Management
2019 A.I. Global Media International Finance Award Winner
Client A.I. Risk and Wealth Management
US Business News
Best National Benefit & Insurance Plan Solutions Provider
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