Our Platform
our platform

State of the art is not just a term for us.

We use contemporary and proven technologies to maximize your business solutions. Our systems automatically monitor plan provisions and administrative procedures, while delivering the accessibility and information you and your participants need. Complete customization is available, offering flexible and scalable options that meet your specifications and plan requirements. All program files are protected through an extensive array of security measures and backups.

Proprietary Innovative Technology to Simplify and Support Plan Management

In planning and managing their retirement and benefits programs, employees want choices. They want the flexibility to design their plans, "mix and match" investment options and track the performance of their accounts. Companies must meet the challenges of implementing and managing these plans, and have a system capable of handling all aspects of administration and compliance.

The PlanScape Solution

The product of three decades of continuous development, PlanScape® is a comprehensive, fully automated system based on Leggette's experience in administering more than a thousand defined contribution and defined benefit plans. This innovative, multi-million dollar solution was created with the flexibility to manage virtually all types of defined benefit and defined contribution plans.

PlanScape governs not only data but also plan provisions and administrative procedures,
such as eligibility, vesting and IRC/DOL compliance.

PlanScape's Advanced Capabilities Include:

Multiple Plans & Plan Types, DB, DC, Flex, HRA, Pure 105
A single organization may have multiple defined contribution and defined benefit plans with different provisions, vesting schedules, etc. PlanScape can handle all your plans simultaneously. The result is more efficient cost-effective processing.

Combination Plans, Multi-Employer Plans, Multiple Employer, PEO and ASO Plans
As a result of changes in the tax code, many companies now sponsor plans that combine features of several types of plans in a single trust (for example, a combination of profit sharing, stock ownership and savings plans). PlanScape is already configured to handle these complex arrangements.

Virtually Unlimited Investment Choices including Unitized Money Managers and
Multi-location Brokerage Accounts
Many defined contribution plans offer a choice of investment funds, including investment in the employer’s stock. PlanScape automatically allows for multiple funds and investment options.

For a complete description of PlanScape - Click Here

 

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