Plan IS™ is a participant level recordkeeping system designed for the administration of defined contribution plans like 401(k)
and 403(b). This software is for anyone providing retirement account administration.
Product Packages
Trust IS™ is a complete personal and employee benefit trust accounting system designed for bank trust departments,
third party administrators and others who provide recordkeeping services for the trust industry.
IRA IS™ is designed for use by trust departments, insurance companies, the retail side of financial institutions,
and others who administer individually directed IRA or sole proprietor KEOGH plans.
Benefits IS™ provides complete administration of flexible benefits plans permitted by Section 125 and others.
It supports spending account plans or more complex "benefit dollar" designs.