Associates in Excellence has created a successful in-house daily valuation system uniquely designed to meet the needs of clients who require immediate financial plan information, timely transaction processing and an outstanding selection of fund choices.

Plan sponsors may choose from a list of more than 3,500 funds offered by 200+ fund families, in establishing their own specialized daily valuation platform. Trading buy transactions are accomplished within a two-day time frame and distributions/loans/exchanges transact within a three-day time period.

Separate plan Asset Management charges are eliminated with implementation of the daily valuation platform. Associates in Excellence charges only one base fee which includes annual plan administration, recordkeeping and management of plan assets.

Available for plan sponsors who prefer to be relieved of the time-consuming burden of providing daily account balance information to participants, Associates in Excellence's daily valuation platform allows individuals to view their account balances by telephone or the Internet at anytime.