RetireCore: One Platform, Every Retirement Plan Type

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Administer 401(k), 403(b), 457(b), Defined Benefit, and Pooled Employer Plans from a single, audit-ready system built for TPAs, sponsors, and recordkeepers. The current state: retirement administration lives in too many places If you administer employer-sponsored retirement plans for a living, you already know the shape of the work. A single plan touches recordkeeping , contribution processing , compliance testing , participant management , government filings, and year-end reconciliation. Multiply that by dozens or hundreds of plans, each with its own document, eligibility rules, vesting schedule, and payroll feed, and the operational surface area becomes enormous. Today, most third-party administrators (TPAs), plan sponsors, and recordkeepers stitch this together from a patchwork of tools. A recordkeeping ledger sits in one system. Compliance tests run in spreadsheets or a separate testing engine. Contribution files arrive by email, SFTP, or a payroll portal and a...

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RetireCore™ — Enterprise Retirement Plan Administration

Our flagship enterprise platform for modern retirement-plan administration — built to handle the full spectrum of employer-sponsored plans in one powerful, compliant system.

RetireCore streamlines recordkeeping, compliance, contributions and participant management across every major plan type:

401(k)

Full-featured administration for the most common employer-sponsored retirement plan.

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403(b)

Purpose-built support for non-profits, schools and tax-exempt organisations.

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457(b)

Deferred-compensation administration for government and tax-exempt employers.

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Defined Benefit

Accurate management of traditional pension and defined-benefit plans.

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PEP — Pooled Employer Plan

Scalable pooled-plan administration for multiple employers under one umbrella.

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