Retirement Plan Services
SynergisticIT: Your Trusted Partner in Retirement Plan Services Staffing
With over 30 years of experience, SynergisticIT goes beyond traditional IT staffing to deliver specialized staffing solutions for the retirement industry. We partner with some of the largest retirement plan providers in the U.S., offering unmatched expertise and a deep understanding of the unique needs of this sector.
Retirement Plan Services Staffing Expertise
Our team of Retirement Plan Specialists excel in key areas, including:
- Retirement Plan Document Compliance: Expertise in 401(k), 403(b), and 457 plans, encompassing plan design, creation, modification, restatements, and compliance with SECURE 2.0 and DOL regulations.
- Implementation & Transition Management: Skilled Transition Managers and Data Leads ensure seamless plan changes and smooth client onboarding to recordkeeping platforms.
Why Choose SynergisticIT?
When hiring for retirement plan services, don’t settle for general staffing providers. Leverage our decades of specialized experience in the retirement industry.
Roles We Staff
- Retirement Plan Document Compliance Specialists
- Client Transition Managers
- Client Data Leads
- Contract Specialists
Technologies We Support
Our team is proficient in industry-standard technologies, including:
- Relius Administration/5500
- DATAIR Document & Administration Software
- FT Williams Administration/5500/Document Software
- ASC Compliance/5500 Software
- Schwab RT Recordkeeping Software
- McKay Hochman Document Software
- FIS Software
Core Skills
- Plan Strategy, Design & Modification
- Plan Restatements
- SECURE 2.0 Compliance
- DOL Regulations & Compliance Testing
- Summary Plan Descriptions
- Plan Implementation & Administration