November 27, 2018
New and improved RecordkeeperDirect TPA website
The RecordkeeperDirect® Third-Party Administrator website has been enhanced. The improved website features a new look and upgrades, including:
- Transactional pages similar to the plan sponsor website so you can help clients process their payrolls and navigate the site.
- A convenient task list showing distribution requests waiting on your approval.
- Access to Plan Review and Investment Review reports, participant quarterly statements and forfeiture and expense account histories.
- The flexibility to create tailored notes for each plan.
Your user ID and password for the RecordkeeperDirect TPA website have not changed. If you have any questions, please call us at (800) 421-6019.