Platinum Services

You deserve exceptional retirement plan administrative services.

That's why we've developed Platinum Services—our program to ensure that you receive the highest quality of services possible.

With Platinum Services, you and your staff have a team of ICMA-RC experts who know you, understand your plan's goals and objectives and are fully versed in the specifics of your account. Your Platinum Services team includes:

  • Relationship Manager, your primary day-to-day contact with a single focus: making sure that the quality of services provided exceeds your expectations. Your Relationship Manager provides:
    • rapid responses to requests and inquiries
    • retirement plan solutions that can be applied specifically to your plan
    • proactive efforts to bring you the latest information on retirement plan administration
    Your Relationship Manager may also be available to provide assistance identifying plan enhancement opportunities and developing a strategy to achieve your annual goals.
  • Territory Vice President has a clear understanding of your plan's goals and objectives and will offer expertise to support your plan's educational and enrollment goals.
  • Retirement Plan Specialist delivers on-site enrollment, group education seminars and consultation services.

Your plan may also be assigned a headquarters-based Client Services Manager to ensure that established quality levels are met.

Whether it's an administrative question, a day-to-day operations improvement or the latest in technological advances, your Platinum Services team has the solutions.

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