Qualified Plan Integration

At Todd, we have the ability to integrate qualified and Non-Qualified Plans in a manner that is transparent to participants. One approach we use is to partner with industry peers to store and administer Qualified and Non-Qualified Plans on the same system. This provides a seamless experience, including single sign on and consolidated statements. We can also facilitate an integrated approach by providing balance information through a secure portal to an outside record keeper. In all cases, we will work with the Plan Sponsor to determine an approach that best fits their needs and delivers a seamless process to the participant.