Outsourcing

AccuRecord provides the business solution that will allow financial services organizations to offer their investment products without the headache and expense of plan administration and compliance.  AccuRecord has taken advantage of it's superior service reputation in the corporate client market and re-engineered its products and services to fit a one-stop approach for the institutional community.

We provide the ability to integrate existing marketing and sales efforts with our product/services division. This results in a continuity of product and service to the plan participant while maintaining cost effective support service to the institution.

The integrated services and products are:

Marketing Materials
Professionally Prepared ProposalsClient Sales and Presentation Meetings
Electronic InterfacesDaily Recordkeeping
Integrated Voice Response UnitAutomated Daily Reconciliations
Customer Service CenterADP/ACP Standalone Testing
Electronic IRS Filings (1099Rs)Form 5500 Preparation
ProxiesRemote On-Line Access

Return to AccuRecord Home Page  Return to our Home Page.

Copyright© 1997 AccuRecord, Inc.