Solution introduction

The Plan Service Center (PSC) gives you an intuitive view into all the vital elements of your clients' plans and allows plan sponsors to quickly and easily manage their plan with single-click access

  • Easy access to retirement and healthcare savings balances, asset allocations and plan activity
  • State-of-the-art user interface
  • Quarterly site updates and enhancements

The PSC simplifies plan management and maintenance. By putting the information right at their fingertips, they can see how specific segments of their plan are tracking toward an established goal.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.