Customized Solutions

The right answers start with a personal relationship.

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Contractual Plans

Class Action and Settlement Administration Services

Experience that’s Unmatched In a Class
of its Own

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Full support of special processing and regulatory requirements.

Though contractual plans are similar to mutual funds, Boston Financial has a firm grasp on their unique differences and regulations. We’ve made special enhancements and modifications to our industry-leading mutual fund platform to support the special processing and regulatory requirements of contractual plans. Some of those enhancements and modifications include changing investment plan amounts, account withdrawal, and notification of planholders of their right to cancel their plans at interim periods.