Upgrade your defined benefit plan administration

 

Managing a defined benefit plan shouldn't be a costly and inefficient ordeal. Traditional systems are often built on outdated technology, making even minor updates time-consuming and expensive. As a plan sponsor, you deserve a modern, streamlined solution that adapts to your needs, whether you manage administration in-house, co-source, or fully outsource. That's where the O3 Daily Platform comes in.

The O3 Daily Platform is designed to streamline how you manage your defined benefit plans. Sign up for a free demo and see for yourself. Our platform helps plan sponsors and administrators:

  • Managed workflows seamlessly
  • Generate and process distributions efficiently
  • View and edit participant data effortlessly
  • Review daily reconciliations with ease
  • Create detailed reports quickly

Request a free Demo today

Don't let outdated technology hold your plan back. Experience the efficiency and transparency of the O3 Daily Platform. Request a free demo today and see how our modern solution can transform your plan administration. 

Why Choose the O3 Daily Platform

Your defined benefit plan deserves the best technology available. Inefficient systems can cost you time and money, but with O3 Daily Platform, you'll streamline your operations and improve the participant experience. Our platform offers plan sponsors and plan administrators:

  • High-Level Security: We take data security seriously, undergoing annual SOC 1 and SOC 2 audits to ensure your information is protected.
  • Full Self-Service for Participants: Empower your participants with 24/7 web access, allowing them to manage their accounts with ease.
  • 24/7 Access for Sponsors: Access your plan information anytime, anywhere, with complete transparency.
  • Total Transparency: We believe you should have access to all data. With O3 Daily Platform, all participant interactions, call notes, and recordings are visible and available to you.
  • Comprehensive Plan Management: From workflow management and distributions to beneficiary information and reporting, our platform covers all aspects of plan administration.
  • Daily Reconciliation: For market return cash balance plans valuation frequency matters, reduce risk and volatility with daily reconciliations of assets and benefits.
  • Efficient Plan Activity Monitoring: Stay on top of daily plan activity with our intuitive system built for customization and flexibility.