Providing Solutions
Intuition Records Management Services is the leading provider of State College Savings Programs Records Administration Services providing a total back office records management solution for over one million plan holders. Having been in the business since 1988, our service offerings are uniquely positioned to provide a total records management and back office solution for state and private savings plans. Our technology platform supports state prepaid tuition plans, state sponsored 529 savings plans, 401K plans, 457 plans, 403B plans and more.
>
Core Competencies
- Records Administration Services
· Daily or Periodic Trading Platforms
· WEB and IVR access for Participants and Plan Sponsors
· Access to Thousands of Mutual Funds
· State and Federal Tax Calculation
· Payment Processing
· Tax Form, Reports, and Electronic Filing
· Application Signup and Support
· Flexible Plan Design
- Custom Applications Development and Project Management
- System Integration and Outsourcing Services
-
Payment Transmittal and Accounting Services
· Billing and Collection Services
· Payment solutions
- Full Service lockbox service
- Integrated Web and Telephony payment solutions
-
Customer Service
· Call Center Management
· Interactive Voice Response
· Technical Helpdesk
-
Web-based Online Services
· Documentation and Help
· Tutorials and Interactive Multimedia Training Systems