Working together to benefit our clients
We recognize the value third party administrators (TPA) bring to their clients and also to us. By combining our individual strengths and market experience, we bring affordable retirement plans and a personal touch that are tailored to your business’ goals and objectives. We share the same commitment: to make it easier for business owners and their employees to save for a long and fulfilling life in retirement.
Plan administration, compliance testing and government filings are among the key services provided. Attention to these details helps ensure business owners benefit with certain tax deductions for sponsoring a plan, as well as the most efficient plan design to maximize contribution opportunities.
Our recordkeeping services range from enrollment and education for the participant to contribution processing and investment review for the plan fiduciary and financial professional.
Working together, you have access to such key resources as: