PLAN ADMINISTRATION
Trust. Support. Value. Compliance.
Vertically Integrated Plan Administration Options for California Contractors, Subcontractors & Third Parties
At VistaCore, our trusted advisors provide a coordinated approach to addressing the full range of our California clients’ needs to drive successful outcomes for their unique plan administration options.
Through dedicated partnerships with general agencies, independent agents, brokers, and consultants, we provide our clients with alternative plan administration options that allow us to become their trusted clearing firm, recordkeeper, third-party administrator, and asset custodian under one roof.
Our integrated administration engine is built around each client’s customized choices of specialty benefits, retirement, HSA, and supplemental medical options that create one streamlined total benefits solution that complies with IRS, Department of Labor, California, and local regulations.
We deliver simplicity and accountability through a single point of contact for each of our California clients that would like to reduce costs through plan administration options and fiduciary services that exceed their relationship management needs.
Ask us how!
We can build a proposal tailored to your specific California plan administration option needs today.
What are the Benefits of Integrated Plan Administration Options in California?
At VistaCore, our integrated plan administration options provide distinct advantages over other services by separating your prevailing wage needs and selecting what you need versus bundling and including items in your services that duplicate or replace tools already in place.
Our California plan administration options are complemented by providing each client with dedicated customer service manager within our organization, so they can focus their attention on improving their contractual outcomes and securing future projects.
Our trusted advisors allow our partners, clients, and third-party consultants to realize:
| ✓ | Greatly reduced administrative burdens |
|---|---|
| ✓ | Robust benefits packages for their employees |
| ✓ | Full compliance and reporting capabilities |
| ✓ | Maximum employer contributions deductibles |
| ✓ | Control, access, and complete transparency of plan options |
| ✓ | Continuous coverage via hour banking and reserve accounting |
| ✓ | Calculated contributions for each eligible project and employee |
| ✓ | Transaction comparisons processed by the retirement plan provider with client records |
| ✓ | Government required Form 5500 preparation, audit support, and plan document services |
| ✓ | Reconciled accounts and fully prepared financial statements, summaries, and reports |
| ✓ | Dedicated consultants with in-depth knowledge of both specific industry and client needs |
Our plan administration options platform provides complete service solutions for each of our client’s unique needs by serving as their complete back-office remuneration partner, operating under one umbrella to simplify and streamline their unique financial strategies.
How can we help?
You modernize and restructure your California plan administration options.
(916) 277-8177
455 Capitol Mall, Ste 350
Sacramento, CA 95814