Smart Technology Designed For Retirement
We are committed to investing in the tools you need to be successful and that’s why we have a dedicated team of developers who work tirelessly for your success. When you partner with us you’ll be provided direct access to an innovative suite of tools, designed for advisors, sponsors and their participants.
Participants can quickly access and manage their personal retirement plan at the tap of a button. Planning is effortless with personalized notifications designed to encourage participants to take control of their retirement. The MyPlanConnection mobile app is designed for both Android and iOS devices.
Our comprehensive solution to help financial advisors grow their multiple employer plan and pooled employer plan participation. Plan sponsors and their employees have access to everything they need to know about signing up for a PEP or MEP plan. Marketing websites are also revered for their strong lead generation benefits. We have eliminated the guesswork and legwork so that you can focus on what matters most - successful retirement planning.
Engage plan participants like never before with BlueStar’s one-of-a-kind EngagementEngine. Designed to help you go the extra mile when communicating with participants using data-driven and fully customizable campaigns.
BlueStar’s in-house development team has established data integrations with dozens of national and regional payroll providers, allowing plan sponsors to offload the administrative burdens of sending payroll files and ensure timely deposits every pay period. Our technology team is super nimble as well so if your payroll provider isn’t on the list, contact us!
Our 180 payroll partners directly transfer plan payroll files without the need for plan sponsors to manually enter or upload this information.
In addition to receiving a secure file feed from payroll software, our 360 partners allow BlueStar to directly feed contribution rate changes, auto-escalation, opt-outs, and loan data into payroll programs without the need for sponsors to manually input this information. Our 360 integrations reduce your work, increase accuracy, and reduce delays in implementing participant requests that impact payroll.
*360 payroll integration partners
BlueStar’s proprietary systems allow us to perform comprehensive data analysis on a per payroll basis. Our payroll validation program includes 3 critical legs: validating your deferrals, employer contributions, and loan remittances. We compare what you are sending versus what we expect based on participant requests, compensation data, and plan rules. When they don’t match, we work with you to fix the issue to keep your plan compliant and minimize costly cleanup. Through this streamlined process, we are able to catch critical withholding and reporting errors before they become costly year-end corrections.
BlueStar’s custom web portals allow Plan Sponsors, Advisors, and 3(16) Administrators to view key plan activity in real time, as it progresses. We’re so confident in our work, we let you watch!
We have been dedicated to pushing boundaries and developing tools you need to be successful for almost 20 years. BlueStar provides retirement tools at every stage, from advisors to individual plan participants. Advisors can effortlessly monitor and manage their book of business across the entire plan. Plan Sponsors and participants can confidently take control of their future with the MyPlanConnection app, and more! We are here to serve you by offering the best in retirement planning.
Contact us today to get your plan and employees on the path to retirement success!
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