As your company’s third party administrator (TPA) we will make sure your plan operates within the rules including required testing and regulatory reporting. As members of the American Society of Pension Professionals and Actuaries (ASPPA), our professionals strive to embody integrity, attention to detail, and consistency in plan compliance so you don’t have to.
From planning to oversight, we handle all of the complexities of your plan for both you and your employees.
We’re committed to our compliance with all federal regulations, and assure you that we perform regular checks to stay up to date.
Our work doesn’t end when we design the right plan for you. One of the most important aspects of our job is ensuring we work with you to offer insight on your annual plan decisions according to your current business strategy.