Retirement Plans

DailyAccess provides Diamond Strategy services that can be used to meet plan sponsor and plan participant needs. For defined contribution, defined benefit, and cash balance plans, we can provide plan design, consulting, recordkeeping, administration, actuarial, and investment advisory services.  Learn more

Health & Welfare Benefits

DailyAccess offers personalized employee benefits services to help plan sponsors control costs and help plan participants manage health-related expenses. We can provide Flexible Spending Accounts, Health Reimbursement Arrangements, Health Savings Accounts, and Dependent Care and Transportation Accounts, as well as the DailyAccess benefits card that allows access to all accounts.  Learn more

Business Process Outsourcing

As an established outsourcing service provider, we can address the transaction-based environment that burdens many firms today. By implementing a DailyAccess outsourcing solution (administration, consulting, investment advisory), firms can reduce overhead expenses while having more resources to apply toward marketing, generating additional revenue, and improving client relationships.  Learn more

About DailyAccess

Our cost-effective and easy-to-use Diamond Strategy services are building blocks financial intermediaries can offer clients to enhance their retirement plan solutions. These services can be conformed to any business model, leading to comprehensive solutions consisting of services provided through the financial advisor, complemented by additional services from DailyAccess.  Learn more

Demos

Learn about our time-saving, online tools through interactive demos of our retirement plan websites (currently available for defined contribution plans).