Recordkeeping & Plan Administration
The Revzon Consulting Group provides Third Party Adminstrative servies for both daily and non-daily valued retirement plans.
We're happy to work with your financial advisor of choice or we can assist you in finding one.
We'll work with your current daily valuation recordkeeper of choice or we can recommend one to you.
Our main goal is to save plan sponsors time and money on their TPA services.
We do not sell any investment products so we're able to focus on what's best to meet your needs and objectives.
Scope of Services
We'll work with the plan's accountant and/or auditors to make the annual audit more efficient.
We use the Datair Recordkeeping System, Document System and Reporting System. This allows all areas to be linked and share data automatically creating more efficiency.
Datair has also established synchronization with most daily valuation recordkeepers to download data directly to us to save us time and eliminate the potential for errors.