AccuRecord is an independent Third Party Administrator (TPA) of Defined
Contribution plans. Our own proprietary daily valuation software system (CURE)
was developed in 1978 with the goal of providing superior comprehensive services
to our customers. We serve as recordkeeper and/or administrator to clients
offering Open Architecture, Self-Directed Brokerage Accounts, Private Label
Websites, ETFs, Revenue Sharing, and Full Fee Disclosure to 401k, 457, 403(b),
and virtually all other Defined Contribution plans, including Multiple Employer
Plans (MEPs) and Professional Employer Organizations (PEOs).
AccuRecord is a non-producing TPA. That is, we do not select a plan’s investment
options, and thus avoid any potential conflicts of interest. Our system has processed
more than 7,000 plans per year, ranging in size from start-ups to plans with thousands
Our system flexibility and expertise enables AccuRecord to serve more as a
partner than a vendor to our clients. We enable our clients to meet their goals
via exceptional customer service at a very competitive price, while often staying
in the background as a private label or back office partner. Our scalability
enables us to serve a client base that varies widely in terms of plan size and/or
provisions, in a custom environment. We seek to continually exceed the
capabilities and standards of our competition by providing exceptional customer
service and a system with unparalleled agility.
Simply put, offering custom private-label solutions and serving back-office Third
Party Administration are not an extension of our services or capabilities, it is
AccuRecord’s core competency.