Under the terms of the deal, Intrust is set to implement SunGard’s WealthStation fund source service, an investment monitoring and reporting service for plan advisors, financial consultants and third-party administrators (TPAs) in the retirement plan industry.
With the new service, the plan advisor can perform mutual fund research, prepare plan reviews and create filters to limit fund selection to those that meet specific criteria. In addition, Intrust uses the newly-selected fund source integrated with SunGard’s Relius Administration retirement plan, a system implemented since 1999.
Intrust counts USD 3.3 billion in total assets, including USD 1.3 billion in qualified retirement plan assets alone.
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