Services

Retirement Plan Administration

Our professional staff will perform all services related to the ongoing administration of your retirement plans. We offer complete recordkeeping capabilities. Routine accounting of individual account balances, informative management reports and individual participant statements are just part of the ongoing services we perform to keep your plan operating successfully.

Our defined contribution services include:

  • Plan implementation, including a wide range of communication packages
  • Employee group meetings and individual enrollment
  • Financial Wellness Seminars
  • Retirement Readiness Software
  • Personalized enrollment forms
  • Allocation of contributions by investment funds as selected by participants
  • Quarterly Management Reports
  • Participant statements reporting all activity in the participant’s account
  • Daily valuations, toll-free voice response system and internet access
  • Monitoring of IRS non-discriminatory tests
  • Processing plan distributions
  • Completion of government reporting forms

Regardless of the type of plan or the frequency of allocations, we offer you complete consulting and recordkeeping support.

To speak to one of our consultants about 401k or Recordkeeping services please contact recordkeeping@stanleybenefits.com or call (866) 401K 247.

Defined Contribution Documents

Beneficiary Designation Form

Most Defined Contribution forms are customized based on your employer. To access your customized forms, log in to your account on MyAccount24.

Frequently Asked Questions About Defined Contribution Plans

OUR MISSION:

We will make every interaction a positive experience.

  • We will come to work each day with a zeal to help employers and employees make the most of their benefit programs in a way that is beneficial to all.
  • We will do this by personally applying our expertise and knowledge to every action we take. We will make the complicated easy.
  • By doing so, our customers will safely navigate the complex benefits landscape that is consumer-driven health care administration and retirement planning.
  • When we do this, our reputation will grow stronger. Our company will thrive. Each of us will feel personally rewarded because we are making a difference in the world by providing life-important services to others.