Defined Contribution Record Keeping System
All-in-one recordkeeping platform for today’s competitive DC markets
COREDC® is our flagship product solution for Retirement Plan Providers and recordkeepers in the US. We have built this compelling technology platform, leveraging our experience in Retirement Industry for close to a decade. Designed exclusively for DC retirement plans – COREDC® supports the entire recordkeeping and plan administration life cycle for plan providers, administrators, sponsors and participants. It is an integrated system of record and supports the core functions of the DC recordkeeping and plan administration, including plan configuration, census management, eligibility processing and auto-enrollment, contributions processing, loans, withdrawals, cash and fees management and reports.
COREDC® gives you complete flexibility to adapt to your specific needs, including how work is distributed and managed among plan providers, administrators and sponsors, and how key business decisions are made. Administrators gain complete control over the product definitions, business rules, screens, work-flow and data model— due to the extensive configurability of the COREDC® platform.
COREDC® is built on modern web technology, based on the US retirement industry standards. It can work out-of-the-box as a stand-alone recordkeeping system or can be integrated with legacy recordkeeping systems and third-party plan administration applications.