Records Managment Services
Accuracy
Every members file is digitized and uploaded on to our secured server. Member information is entered into our database for fast and accurate data retrieval.
Storage
Paper is tedious and requires dedicated storage space. All Plan documents are stored in the Cloud using Dropbox Pro and are backed up weekly to individual harddrives stored in house. In addition, your Plan's hard drive can be turned over to your Board at anytime. (Member files and contracts are preserved in hard copy form in addition to being placed in the cloud.)
Defendable Documentation
It begins with a good record keeper.
You can feel confident that your records are safe, accessible and in compliance with the most current records laws.
Accesibility
Trustees can access their entire Plans files from any device, anywhere, anytime.
Members can view Plan information 24/7 and have access to individual files immediatly upon request.
Usability
Going in front of a Commission? Town Hall meeting scheduled soon? Let us help create your custom reports to help show your point of view. Plan spending trends, turnover, average monthly pension. If you can ask it, we can build a report to show it.
Processing
Processing paperwork has never been more fast, reliable and secure. We offer customized processes to work with your specific needs. Navigating accounts payable, coordinating with your municipality and easing the anxiety of your members as they approach retirement are just a small part of our process design.
Meeting Planning
From set up to follow through, we take care of all your meeting needs. We know your meeting objectives every meeting, everytime. From room availability, notification, minutes, public postings and follow through, we handle all aspects to ensure you can focus on your priorities.
Your service providers shouldn't have to wait. Give them a reliable Point of Contact with our 24/7 response. Phone, email, fax and more. We respond fast!