Products & Services for Financial Organizations

This site is created and maintained by BISYS® Retirement Services, a company dedicated to helping financial organizations acquire and retain retirement plan assets. BISYS® Retirement Services offers a full array of brandable products and services designed to assist financial organizations in quickly and successfully launching competitive Individual(k) plan products. As a mass submitter of prototype qualified retirement plan documents, BISYS was the first document provider in the nation to receive formal IRS approval of a prototype document specifically designed for establishing Individual(k) plans. BISYS Individual(k) plan products and services include the following.

• Prototype Plan Documents
• Turnkey Marketing and Plan Establishment Kits (including slide calculators)
• Advisor Sales Kits (including lead generation materials and scripted Individual(k) presentations)
• Web Content and Calculators
• On-Site and Distance Learning (operational and sales focused)
• Dedicated Product Launch Support

For more information regarding these products and services, contact our Individual(k) hotline to speak with a BISYS Sales Representative at 877-201-3910 or e-mail us at Individual_k@bisys.com.

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