Recordkeeping

Technology

Our Technology Is Fundamentally Different

Whether you are located across town, across the country, or around the world, our web-based Network provides 24/7 access to the information you want and need. Our benefit management tools, real-time reporting, and role-based content help you meet your benefit needs. We protect your information using industry standard secure socket layer (SSL) encryption when connecting to our network.

Schloss& Co, LLC provides our clients, partners and investment professionals, with a streamlined, retirement plan administration process, conversion, enrollment, as well as performance and tax reporting.

Acting as a communication bridge between all essential partners, Schloss & Co, LLC seamlessly integrates all sizes and types of qualified plans.

The Technology offers all the following business advantages:

No minimum plan size

Multiple fund families within a single plan

No per plan maximum number of funds

Access to institutional class funds with asset minimums eliminated

Access to virtually all Daily Valuation mutual funds with no load funds at NAV

No transaction fees

Investment Professional can create custom model portfolios

Actively manage and update funds at no additional fee after setup

Transfer assets in-kind, eliminating surrender charges and transaction fees

Rebalancing capabilities for Investment Professional and/or Participant

Plan specific information and tailored investment education

Loan modeling and distribution requests with direct online access to all forms

There can be as many as 12 parties with significant interest in any retirement plan.

Schloss & Co, LLC

Actuarial & Benefits Consulting

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