AccuRecord Remote Access Services

REMOTE ACCESS

Organizations may desire to have total control of their defined contribution product including plan administration and compliance testing. AccuRecord offers them our remote access solution. The organization has the benefit of using AccuRecord's CURE^© software and programming expertise without the ongoing cost usually associated with either internally developed or purchased software. They can integrate their products and procedures with our CURE software to offer their clients a customized approach. Remote access can be accommodated through a dial-up arrangement or a leased line approach that can provide access to our database from multiple locations. This solution also guarantees that the organization has the added advantage of using our CURE software and Voice Response Unit, while also having the use of our electronic transmissions that we have developed with our institutional trading partners.

It is AccuRecord's goal to provide the organization with the ability to choose what platform is best for them. Today it may be remote access, tomorrow it could be outsourcing or using our 'PC' LAN System. We strive to provide options and choices so that our clients can provide their services in a cost effective and efficient manner.

Direct Business
AccuRecord has been providing defined contribution record keeping services to corporate plan sponsors since 1978. These services centered around traditionally valued plans. They were valued usually quarterly or monthly. The industry changed dramatically with the introduction of daily valuations. Our corporate clients have been over time moving to daily processing.

Our service capabilities are continually being enhanced through modifications and upgrades made to our CURE system. Our parameter driven system allows a plan sponsor to move their plan participant records over without incurring any significant start-up fees. Some of our capabilities are:

Fully Functional Voice Response System

Unlimited Investment Options

Daily Record-keeping of Company Stock Funds

Full Loan Processing

Electronic Interfaces with Trustees

Automatic Benefit Payment Calculations

ADP/ACP Testing

Remote On-Line Access Provided

Proxies

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