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FlexSourcing™       Plan Management Corp. (PMC) knows your administrative assistance needs aren’t always constant – they change with periods of plan activity, staffing and your other internal priorities. PMC can provide a flexible administrative support program to help you on demand or for the long-haul. Getting the level of support you need when you need it – period end, year-end, grant/release time or even just when your administrator is out – can save your sanity and your budget.

  • Periodic administration solutions
  • Partial administration solutions
  • Customizable solutions for temporary or long-term needs. Lapse processing, grant processing, reporting and more.
  • High-touch outsourcing available through PMC strategic alliances

Service Models

Self Administration FlexSourcing™ Outsourcing
  • Web-based application with our OptionTrax and InvestmenTrax software
  • Administrative portal
  • Administrative reporting
  • ASC 718 valuation and reporting
  • Participant portal
Self-Administration service model with a customized approach to the following

  • Assistance during periods of high-volume activity – transactions, releases, grants, year-end
  • Reporting solutions
  • Reconciliation solutions
  • Managing brokerage interface
  • Acquisition/split/ recapitalization events
PMC offers standard outsourcing service models under its FlexSourcing umbrella and high-touch service models through strategic alliances.
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