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For more information about BNY Mellon's U.S. Retirement Plan Services, contact:


Thomas Gallagher and
Heidi Simpson
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Focus on U.S. Retirement Plan Services

In today's retirement market, plan sponsors face increasing pressures to reduce costs and increase efficiencies. Plan administrators are looking to enhance the quality and breadth of their offerings and streamline reporting. And, plan participants are looking for insights to help them understand their investment choices and long term retirement needs.

Whether you are a plan sponsor or plan administrator, the challenges you face to enhance productivity, increase profitability and deliver more value and functionality are many, including the need to:

  • Improve operational efficiencies
  • Expand your overall retirement service offering
  • Service more complex investment products
  • Ensure efficient, continuous benefits coverage
  • Control and manage risk
  • Achieve regulatory compliance and provide insight
  • Enhance participant communications
  • Facilitate disbursement and payment services for plan sponsors and participants

The BNY Mellon Solution

We leverage the advanced capabilities of BNY Mellon to create a seamless approach to retirement plan management and investment oversight, including:

  • Statement communications design
  • Leading-edge technology – mobile applications
  • Investment management platforms
  • Benefit disbursements

Putting Our Solution to Work for You

Our comprehensive, integrated service solutions for defined benefit and defined contribution plans include bundled solutions for plan sponsors and administrators, along with benefits education and streamlined, customized communication.

Our services are designed to allow plan administrators and recordkeepers to enhance the quality and breadth of their offerings, including:

  • Self-directed brokerage
  • Trading and execution services
  • Transition management
  • Plan sponsor and participant communications