For Professionals Third Party Administrators Our values and service model can be beneficial to other third party administrators and their clients. We place a strong emphasis on end-to-end service excellence and believe your clients should experience all we have to offer.

We can help with...

Recordkeeping
Services

Our recordkeeping services are wide-ranging and technologically secure, giving your employees instant access to their plans.

Investment
Management

As your co-fiduciary, we’ll handle the details of your company’s investment plans and work to educate your employees on their benefits.

Consulting


Our wealth of knowledge spans all aspects of employee benefits and insurance packages.

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.
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.

Let’s talk about
your future.

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

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