Abstract: Method and system for providing a web-based software platform which allows multiple financial institutions to administer retirement savings programs within and across multiple countries, contend with disparate national rules and regulations, offer plan sponsors the opportunity to monitor retirement benefit programs across national boundaries, and enable employees to enjoy self-service of their accounts worldwide is disclosed. More specifically, a shared infrastructure that provides combined participant recordkeeping and trust administration with custody at the participant level for retirement saving plans including Individual Retirement Account (IRA) Rollovers is disclosed. The web-based platform is configured to accommodate simple to complex plan provisions and be compliant with relevant rules and regulations, and further, to include a global multi-manager platform for subscribing financial institutions on an applications service provider basis.