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Retirement benefit payment services

Retirement benefit payment services

Streamlining benefit payments to help administer your retirement plans.

There are a lot of moving parts to support the process of making retirement benefit payments. We can help you simplify it all including acting as paying agent for benefit payments, reporting, and related tax support services. With a secure electronic link to benefit records, distributions, and retiree payment information, you can administer the financial elements of your benefit plans all in one place.

Our intuitive technology platform gives you instant online access to payment records for benefit recipients including current and prior payments, withholdings, deductions by type, and individual recipient profiles. You can also access up to three years of payment history for any payee.

Easy access and intuitive links help you take the following actions:

  • Search for a payee to create periodic or lump sum payment.
  • Use file transfer to upload multiple benefit requests in PDF, Excel or CSV formats.
  • Create and share custom reports using our flexible reporting capabilities, or build custom data extracts for use in other applications.
  • Participant web experience to summarize distribution information.
Reach out

Have questions? Let’s talk.

See how 51³Ô¹ÏºÚÁÏ® Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.

The subject matter in this communication is educational only and provided with the understanding that 51³Ô¹ÏºÚÁÏ® is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel, financial professionals and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 51³Ô¹ÏºÚÁÏ Asset ManagementSM. 51³Ô¹ÏºÚÁÏ Asset Management leads global asset management at 51³Ô¹ÏºÚÁÏ®.

Custody and trust services are provided by 51³Ô¹ÏºÚÁÏ Bank®, Member FDIC, and/or 51³Ô¹ÏºÚÁÏ Trust Company®. These services are provided under the trade name 51³Ô¹ÏºÚÁÏ® Custody Solutions. 51³Ô¹ÏºÚÁÏ Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When 51³Ô¹ÏºÚÁÏ Custody Solutions is providing investment management services, 51³Ô¹ÏºÚÁÏ Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 51³Ô¹ÏºÚÁÏ Asset Management. Customers may also contract directly with 51³Ô¹ÏºÚÁÏ Asset Management for investment management services. In those instances, 51³Ô¹ÏºÚÁÏ Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

51³Ô¹ÏºÚÁÏ Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 51³Ô¹ÏºÚÁÏ Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 51³Ô¹ÏºÚÁÏ Asset Management is a trade name of 51³Ô¹ÏºÚÁÏ Global Investors, LLC.

Insurance products and plan administrative services provided through 51³Ô¹ÏºÚÁÏ Life Insurance Company®.

51³Ô¹ÏºÚÁÏ Life Insurance Company, 51³Ô¹ÏºÚÁÏ Global Investors®, 51³Ô¹ÏºÚÁÏ Bank, and 51³Ô¹ÏºÚÁÏ Trust Company are members of the 51³Ô¹ÏºÚÁÏ Financial Group®, Des Moines, Iowa 50392.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, 51³Ô¹ÏºÚÁÏ Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 51³Ô¹ÏºÚÁÏ Amount Invested

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