The new solution is part of the suite of defined contribution plan services provided through USI’s Direct Solutions bundled service program. According to a press release, the Direct Solutions program includes institutional investment advisory services, enrollment and education services, recordkeeping and administration, and compliance services.
USI said it will be conducting Webcasts to explain the new filing requirements and the effect they have on plan sponsors and auditors, and to demonstrate the new Form 5500 Web Portal, on February 26 at 10 a.m. ET and March 2 at 2 p.m. ET.
For more information about the EFAST2 Solution or Webcast, contact Chris Martin at 860.368.2935 or firstname.lastname@example.org.