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Record Keeping Made Easy! Solutions for your success
Record Keeping Made Easy! Solutions for your success
Record Keeping Made Easy! Solutions for your success

Product Packages

Plan IS™

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.

Trust IS™

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™

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™

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.