Financial/Retirement Professionals » Plan Sponsors

Services for Plan Sponsors

Mutual Fund List Online
It's easy to find the information you're looking for when you use our convenient online Mutual Fund List.

Plan Conversion Process Transfers
Our streamlined Plan Conversion/Transfer process makes conversions/transfers more streamlined and efficient.

Personal Relationship Manager
It's easy to work with Fiserv ISS because we assign a dedicated personal Relationship Manager to you.

Trust Reports
Trust Reports provide you with detailed information regarding the transactions in your plan accounts. There is information regarding Gain/Loss, Account Summary, Account Detail and 5 Percent Reporting.

Fees & Fee Offsets
Fiserv ISS gives you more options on fee schedules so that you can offer your clients and prospects a package designed to meet their needs. We fully disclose all fee offsets using mutual fund revenue sharing related to your clients' investment menus.

ACH Bank Withdrawal
Fiserv ISS' ACH service lets plan sponsors deliver funds electronically for payroll contributions or other types of deposits. Any employer can instruct their banking institution to use this service for delivery of funds. Or, with the proper authorization we can "pull" deposits and contributions directly from the plan sponsor's bank account.

Other Interested Parties
To help you service your clients, our Other Interested Parties (OIP) feature allows daily information on the status of plan investments so authorized users can view plan assets at any time through a password protected site.