For Business Third Party Administrator Every company is unique in its makeup,
its mission, and its offerings. As your
company’s third party administrator, we’ll design a
customized plan that fits your specific needs.

But our work doesn’t end there. We’ll work
to continuously monitor and analyze how your
benefits are performing, as well as trends
in the industry in order to ensure
your plan stays current.

We offer:

Expert
Administration

From planning to oversight, we handle
all of the complexities of your plan
for both you and your employees.

Compliance Services

We’re committed to our compliance with
all federal regulations, and assure
you that we perform regular
checks to stay up to date.

Customer
Service

Our work doesn’t end when we find the right plan for you. One of the most important aspects of our job is ensuring you and your employees are getting the most out of their plan.

Frequently asked

A boutique TPA makes a plan sponsor’s life easier through competent administration, efficient plan design, and administrative expertise. They advise and support the plan sponsor on all their duties to ensure the plan remains qualified and tax deferred.
An IPS is a written document that provides guidance for a retirement plans’ trustees and investment professionals regarding the selection and management of investment assets based on established and documented investment goals and objectives. When used properly, this document can limit liability, provide consistency, and set expectations for investment performance.
Employee Retirement Income Security Act, (ERISA), is a federal law that sets standards of protection for individuals in most voluntarily established, private-sector retirement plans.
Open architecture plans allow retirement plans to invest in funds from a wide variety of mutual fund families. In an open architecture fund inclusion is based on the individual merits of each fund.
With an open architecture 401(k) platform, all fees are transparent. In addition, the Plan Sponsor (the business owner) can select from the entire mutual fund marketplace, including many institutional class funds.

Let’s talk about
your future.

We’ll customize a plan that’s right for you.

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