Services
Our service model is simple. We aim to solve your “indicia of ownership” issues across various asset classes and investment contexts. Our goal is to ensure that you remain compliant.
Record Keeping:
Our ledger entry system generates a record that can be used to validate satisfaction of the “indicia of ownership” rules.
Governance and Administration:
Our experts will work with your attorneys to review your chosen approach in light of ERISA’s compliance standards.
Full Service:
We will take care of all aspects of ERISA compliance, housing the server and providing support that aligns with client needs, for those wanting a turnkey approach.
Saas:
Use our software to run your server. Our team will offer comprehensive support.