As a TPA, haven't you always wished for a Client Management System, that could:

• Help you link your clients and their associates (Brokers, Sales Agents, Accountants)

• Help you access client information quickly

• Create Reports within seconds based on any specific Client or Plan Criteria

• Help you track your sales progress

• Keep track of all payouts (Distributions, Loans, Hardships, QDRO's)

• Log any and all client correspondence with the click of a mouse

• Track Employee work flow

• Have Plan Specs at your fingertips to consult clients and their associates

• Communicate electronically with clients based on any criteria and save $$$

And more!