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Plan administration
Managing the details


Pension reform and tax laws are complicating plan administration processes. We can help you by providing daily account administration, trust accounting and reporting, benefits disbursing, and fiduciary support on plan governance issues.

Daily account administration
We will:

 
  • Consult with your internal staff to establish efficient operating procedures

  • Coordinate all cash movements and their related trades and help to ensure maintenance of your investment policy

  • Audit all trust activity daily, addressing problems immediately to prevent potentially costly errors

Trust accounting and reporting
Every accounting detail must be tabulated, certified and audited as required by law. We can help by providing you with:

 
  • Clear and concise monthly accounting statements
  • Plan Accounting for Master Trusts
  • Certified annual reports for your auditor
  • Annual ERISA reports to assist with preparation of your Form 5500
  • Online access to current and historical transactions, holdings, and reports for your accounts

Benefits disbursing
Working closely with our paying agent, State Street Bank, we:

 
  • Process all payments

  • Handle all tax remittance and reporting

  • Provide a toll-free plan sponsor help line and online access to assure prompt service for you and your participants

Fiduciary and regulatory compliance
In today's regulatory environment we offer peace of mind—the comfort that comes from knowing we can help you manage all the details.



For more information on plan administration, please contact Rob or Gerry:

  West Coast   East Coast
Rob Ciro
Rob Ciro
Director
866-926-5934
Gerry Lillis
Gerry Lillis
Director
866-459-4128






Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

USIRC2869
 

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