Simplify Administration

Think of The Standard as an extension of your business team. As a full-service provider, we can manage retirement plan tasks for your human resources, accounting, payroll and IT representatives. This frees them to focus on other priorities.

How We Can Reduce Your Workload

Let us manage:

  • Distributions, loans and hardship withdrawals
  • Fulfillment and distribution of certain required participant notices
  • Notifications to newly eligible employees
  • Recordkeeping
  • Required compliance testing
  • Employment changes
  • Vesting data updates
  • Form 5500 preparation and submission

Save time
Save Time With Payroll Integration
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We can help you save time by integrating your retirement plan and payroll data. This support helps ensure that your plan data is accurate and reliable. It’s just one way we can make compliance testing, census information and Form 5500 preparation a little easier.

Loans and distributions
Let Us Handle Loans and Distributions
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Minimize your involvement by appointing The Standard as the manager of the approval process. We will work directly with participants on distribution and loan requests.

Fiduciary protection
Increase Fiduciary Protection
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Delegate certain administrative tasks to The Standard to help increase fiduciary protection – and lessen your workload.

Online services
Online Services
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Manage your plan online with PlanNet®. The administration service makes it easy to manage employee data, view reports and more.

Reduce Your Workload

Talk to your advisor or relationship manager about how The Standard can make your life easier.