AGI.do

Services

What will AGI do for Self directed or employer sponsored retirement funds?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Retirement Recordkeeping SoftwareserviceBlueprint
  • Payroll Integration SoftwareserviceBlueprint
  • Investment Platform SoftwareserviceBlueprint
  • Fund Accounting SoftwareserviceBlueprint
  • Participant Portal SoftwareserviceBlueprint

Outputs

  • Participant Account StatementserviceBlueprint
  • Plan Compliance FilingserviceBlueprint

Measured by

  • Regulatory Compliance RateserviceBlueprint
  • Account Accuracy RateserviceBlueprint

Key steps

  • Enroll participant in planserviceBlueprint
  • Collect payroll contributionsserviceBlueprint
  • Allocate to investment optionsserviceBlueprint
  • Reconcile fund accounting dailyserviceBlueprint
  • Apply compliance and vesting rulesserviceBlueprint
  • Report balances to participantsserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Self directed or employer sponsored retirement funds

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Self directed or employer sponsored retirement funds connects

absorbs

  • Employer Retirement Plan Administrationmodel
  • Retirement Plan Administrationmodel

composes

  • Contribution Processing Systemmodel
  • Distribution Processing Systemmodel
  • Fund Accounting Softwaremodel
  • Investment Platform Softwaremodel
  • Participant Portalmodel
  • Participant Portal Softwaremodel
  • Payroll Integration Softwaremodel
  • Recordkeeping Platformmodel
  • Retirement Recordkeeping Softwaremodel
  • Trading and Custody Systemmodel

measured by

  • Account Accuracy Ratemodel
  • Distribution Turnaround Timemodel
  • Regulatory Compliance Ratemodel
  • Regulatory Filing Timelinessmodel

optimizes

  • Contribution Processing Timemodel
  • Participation Ratemodel
  • Reconciliation Accuracymodel

produces

  • Contribution Reconciliation Reportmodel
  • Form 5500 Filing Datamodel
  • Participant Account Statementmodel
  • Plan Compliance Filingmodel

realizes

  • Allocate to investment optionsmodel
  • Apply compliance and vesting rulesmodel
  • Collect payroll contributionsmodel
  • Enroll participant in planmodel
  • Enroll plan and participantsmodel
  • Process distributions and rolloversmodel
  • Reconcile fund accounting dailymodel
  • Reconcile participant balancesmodel
  • Report balances to participantsmodel
  • Report statements to participantsmodel

Go deeper

Explore Self directed or employer sponsored retirement funds

Read the deeper take on agi.asView as markdown