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Daily Valuation

Daily account valuation and trading provides an honest representation of the account status of participants and plan sponsors in a fluctuating economy and is increasingly growing in popularity. More participants expect it; more plan sponsors see the advantages of it.

With the increase in transaction processing and unit price tracking, the need for exceptional recordkeeping and TPA services increases greatly. You can count on Randall & Hurley's experienced plan consultants to provide accurate, efficient daily valuation and trading. We guarantee it.*

Many plans also choose to utilize an online web-based system with daily valuation and trading. Randall & Hurley offers both online account access and telephone account access. This gives your clients more control over their accounts and increases the perceived value of the retirement plan. You can view a demo of our website at any time.

If you have questions about our services, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes our company unique.

*Randall & Hurley guarantees our services. We have committed to rectifying any compliance, reporting, or administrative errors for which we are responsible. Any losses to the plan, or to an individual participant's account that is occasioned by Randall & Hurley's failure to properly apply IRS and Department of Labor rules, or proper trust accounting procedures, will be fully borne by Randall & Hurley, Inc.