Third Party Administrator Services

The Vendor is required to provide third party administrator services for include:
1. Ongoing data requirements
•    Data source
•    Participant data maintenance
•    Additional services 
2. Participant accounting
3. Special assets administration
•    Non-same-day eligible funds
4. Participant transactions
•    Recurring deposits
•    Rollover contributions
•    Loan payoffs
•    Investment fund transfers
•    Participant request disbursements
•    Loans
•    Contribution calculations
•    Account adjustment calculations
•    Minimum required distributions
•    Loan defaults and deemed distributions
•    Additional services
5. Participant elections
•    Changes in contribution rate
•    Changes in future investment direction
•    Additional services offered
6. Participant data maintenance
•    Maintenance and calculation of indicative data
•    Enrollment processing
•    Distribution packages
•    Other communication services
•    Additional services
7. Participant web and voice response systems
•    Functionality
•    Security
•    Additional services 
8. Other administrative services
•    Audit support
•    Appeals
•    Sponsor and regulatory driven plan changes
•    Other services
•    Additional services.