The two-way data transfer will facilitate Form 5500 preparation and reporting, 1099R preparation and distribution, plan design and modeling, and summary annual report preparation and distribution, the company said.
“Teaming up with BLAZE SSI makes tremendous sense for us,” said Rich Hochman, president of McKay. “BLAZE SSI offers a number of services that we don’t, and we offer services they don’t. Yet, these services frequently rely on the same data. By connecting our two systems through a data transfer capability, we can each offer our respective customer bases a broader range of services.”