Dedicated Points of Contact You'll always talk to someone who knows your retirement plan.
BlueStar's Account Managers will act as your primary point of contact, providing you a one-call experience.
Your plan design experts
Design the retirement plan you want and need, without restrictions.
We'll help you design your plan to meet your company's objectives.
- Automatic enrollment and escalation
- Contribution maximization
- Safe harbor plans
- New comparability plans
- DC/DB combo plans
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Fulfillment Services
We will deliver all required plan notices direct to participants' home addresses so you don't have to - keeping your plan compliant and participants informed. -
Seamless Payroll
We integrate with many payroll providers and are adding more all the time. Our 180- and 360- integration services increase data accuracy and reduce your workload. If we don't integrate with your current payroll company, we'd be happy to add them or suggest great alternatives! -
Intuitive and Comprehensive Servicing Portal
Our purpose-built proprietary portals means that you have the information you want when you want it. It's your plan and your data - if we don't have the report you want, we'll build it!
Data at your fingertips An online portal that puts all of your plan data at your fingertips.
On MyPlanConnection, you'll find the sponsor portal you've always wanted. A dashboard that let's you see at a glance how your plan is performing and how it has changed over time. Quick links that let you see employee data, investment data, and the current status of all plan activity. A document vault that organizes all of your plan records from service agreements and plan documents to payroll files and participant forms. Plan audit? No problem. You're ready.
Looking for customization? We can do that too. Your retirement plan sponsor and participant portals can be branded just for you - with your colors and your logos so your employees know that this is an important benefit your company is providing.
PlanGuard Services Trust the experts with your daily 401k tasks and decisions.
Let us do the heavy lifting when you sign up for PlanGuard services from BlueStar. We’ll make the daily and oftentimes tedious decisions required for distributions and loans, forceouts and RMDs. And best of all, you’ll have a lot less liability too!
