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Powerful Payment Processing, Built for Scale

Streamline retirement and benefits payments with our cloud-based, cost-effective solution. Process high-volume qualified and non-qualified plan distributions efficiently —with automated workflows, compliance controls, and expert support.

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Effortless Administration

Automate payments, tax calculations, and remittance.

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Seamless Integration

Sync with major back-office systems for streamlined tax reporting, withholding, and payments.

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End-to-End Fulfillment

Leave the logistics to us – from electronic file delivery to print and mail fulfillment.

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Paying Agent Services

Offer payor responsibilities including withholding remittance, filing, and management of payment banking functions.

Proudly Generating 10+ Million Payments and 4+ Million Tax Forms Every Year

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Time-Tested Payment Solutions

Reliable, secure, and seamless retirement and benefits payments — powered by over four decades of industry leadership. Our extensive experience and deep understanding of the industry's needs make us the trusted choice for your payment solutions.

Smart Automation

  • Web-Based Platform: Secure online access anywhere

  • Automated Workflows: Scheduled disbursements and notifications

  • Integrated Tax Calculations: Federal & state withholding with real-time updates

  • Proactive Monitoring: Ensures accuracy and compliance

Payment Management

  • Multiple Payment Methods: ACH, check, and wire options

  • Tiered Approvals: Customizable by account based on roles and distribution value

  • Future Payment Adjustments: Automated payment caps and adjustments

  • Payee Portal: Self-service for payment info, tax withholding, and document access

Tax & Compliance

  • Tax Form Processing: Generation, corrections, and filings for 1099, W2 and more

  • Tax Table Maintenance: Automatic updates for changing regulations

  • SSAE-18 Certified: SOC I Type II annual audit and certification

Support Services

  • Disbursement Services: Daily support of payment workflows including OFAC processing and file movements

  • Expert Call Center: Payment specialists to assist your customers

  • Secure Fulfillment: Full-service print and mail fulfillment

  • Paying Agent Services: Complete outsourcing of payments operations including payment processing, tax withholding, remittance to federal and state taxing authorities, tax forms, and filing.

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Deliver Excellence at Every Corner of Your Business

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