CMC Interactive - Plan Administration

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Plan Administration


	Account details (balances, transactions) Payroll Center (Straight Through Processing) On demand reporting (valuations, statements, etc.) Withdrawal & loan processing	Account details (balances, transactions)# On demand statements Change account (personal info., investment elections, transfers, realign balances)# Withdrawal & loan requests
	Annual reporting (valuations, statements) Actuarial contribution calculations Discrimination testing Form 5500 Plan document / SPD management Ongoing plan design & consulting Paying agent services (checks, 1099s) Corporate trustee services	Toll-free hotline Email support Enrollment & education meetings Enrollment / education materials

* Also available via plan participant automated phone system

# Also available in Spanish

All 'Personalized Services' delivered in person and/or via correspondence (email/mail, hard copy/CD-rom)