Plan Sponsors
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Plan Administration and Record-Keeping Services

As one of the public sector’s largest record keepers and asset managers, we have a single goal—to make your job as a retirement program administrator as easy and cost-effective as possible. Here’s how we do it:

EZLink

EZLink, our plan sponsor administration site, gives you electronic access to the information you need, when you need it. With EZLink, you can process transactions, access plan-specific information, and view regulatory plan updates.

Platinum Services

Your Platinum Services team ensures that you receive the highest quality of services possible. It includes

  • a Relationship Manager, your single source for accountability.
  • a Territory Vice President who offers expertise to support your programs educational and enrollment goals
  • a Client Services Manager, based at ICMA-RC’s headquarters, who is responsive and provides quality service every day
  • a Retirement Plans Specialist who delivers on-site enrollment, group education seminars and consultation services

Technological Automation

Simplify plan administration with online processing of

  • Enrollments
  • Contribution processing
  • Withdrawals and loans to plan participants
  • Salary deferral changes
  • Demographic data updates
  • Publications and forms fulfillment
  • Statements on-demand

Reporting

Customized, easy to read reports are available online and thorough onsite plan updates to assist you in monitoring plan activities and fulfilling your fiduciary responsibilities

Corporate Professionals

Our team of associates specialize in areas, such as

  • Communications
  • Legal and Compliance
  • Investments
  • Information Technology
  • Financial Planning

Washington Perspective

Get news & insights into matters related to retirement planning.

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