Community Bankers

Imagine having immediate access to a dedicated service representative who can help your staff throughout the day with retirement plan and compliance questions.

This level of support is just one of the reasons to chose Fiserv ISS as your retirement plan outsourcing solution. To learn more, call us today at 800-492-0165.

Retirement plan outsourcing gives financial institutions such as yours a competitive advantage.

Without investing in the overhead needed to maintain a retirement plan unit of your business, you can retain existing customers and attract new ones by working with our Retirement Plan Outsourcing Services (RPOS) staff.

Through a relationship with us, your bank can “private label” the retirement plan products your customers are asking for:

» Traditional/SEP and Roth IRAs
» Money Purchase Pension and Profit Sharing Plans
» Coverdell Education Savings Accounts
» Health Savings Accounts

The Freedom of Retirement Plan Outsourcing

Free up your financial institution’s personnel to concentrate on your core business and allow them to direct their time and talents to increasing the amount of business you do in other areas.

Outsourcing also means you can access greater and more specialized resources. Use the time and money you save on retirement plan administration to introduce other customer-driven services.

With Fiserv ISS, You Just Get More

» Personalized service – always talk to someone who knows your business.
» IRS-approved plan documents and up-to-date forms available in print or online
» Compliance and tax reporting support
» Regulatory bulletins and informative semi-annual newsletters
» On-site and Web-based training for bank personnel
» Retirement and savings plan procedures manuals

    

Still have questions? Contact Us