Open Architecture Gazelle-by-Billings

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Our open-architecture solution easily integrates with a wide array of order management, portfolio management, and allocation management systems. Our robust technology seamlessly interfaces with many application service provider vendors.

Our Role

  • Professionally managing all aspects of contributions, distributions, and other financial activity within the plan
  • Execute daily trade instructions
  • Maintain the participant and plan-sponsor websites
  • Provide quarterly benefit statements
  • Availability of on-demand statements and other reports for both the employer and participants
  • Provide enrollment materials
  • Interfacing with the TPA to provide needed data for compliance testing, reporting and other important administrative functions

We maintain relationships with the following Trade Agents/Custodians: Charles Schwab Bank, Matrix, Nationwide, Principal Financial Group, MassMutual Financial Group, John Hancock, Transamerica, TD Ameritrade, and Empower Retirement Services. Our electronic interface is fully-integrated with that of each Trade Agent/Custodian to ensure the seamless transmission of data. Investment advisors and plan sponsors are able to select from among these Custodians, each of which offers the following services:

    • Custody of Plan Assets
    • Trade Execution
    • Tax Reporting on Distributions
    • Certified Trust Reports and Statements
    • Directed Trustee Services