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We now offer a comprehensive benefit disbursement service
This service allows you to easily facilitate the distribution of pension and other annuity payments to your plan members in a risk averse environment. Our fully adaptable service offerings provide exceptional value, enabling you to benefit from scalable solutions that drive cost efficiencies while minimizing risk.
With extensive expertise in pension plans and payment management, our team offers dedicated support to help you achieve your goals, ensuring smooth and efficient financial administration. We specialize in payment and tax processing services for the following types of plans: Qualified and Non-qualified, Supplemental Executive Retirement Pension, Cash Balance, 401(k), 457 and 403(b), Collective Trusts and Length of Service Award Programs.
Questions?
For our Plan Administrators
- Full end-to-end management of payment processing including ACH, Check, and the newest payment methods.
- Full-service tax processing, including tax withholding calculations, printing and mailing of tax forms, and payment to tax agencies.
- Secure Technology with x2 Interfaces for Administrators and Participants to view activity and make profile changes, integrated with single sign on (SSO).
- A benefit disbursements system which allows you to easily monitor and manage your participants’ activity. All participant data for periodic and non-periodic payment processing and tax election and tax form information can be viewed and updated online.
For Your Plan Participants
- Allow your participants to independently access their profile and payment information on-demand.
- A participant website backed by a dedicated support team1 to enhance the participant experience and designed to increase the overall user satisfaction.
- View and update payment information, with data available sooner than traditional postal delivery.
Why Amalgamated?
- Personal approach: Receive the one-on-one attention you need to ensure you and your participants are fully supported.
- Dedicated team: Our experienced team will adeptly handle your questions, and ensure your payment and support requirements are exceeded.
- Customizable solutions: Our sophisticated tools and solutions are designed to make managing your payment solutions easier.
- Competitive pricing: Our pricing structure ensures costs are based on your requirements.
Contact us
Meet our Team
Mark Doherty
Senior Vice President, Institutional Trust and Investments
Contact Number: 212-895-4919
Email Mark
Vanessa Parrish
First Vice President, Institutional Trust and Investments
Contact Number: 202-579-5690
