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401(a) & 401(k) TPA Plan Services

For the Plan that wants to “unbundle” their services, we provide a turnkey comprehensive third-party administration service to employers to ensure their retirement plans are administered in a consistent and timely manner.  Our experienced and knowledgeable team works closely with employers in the design, implementation, and ongoing administration of their retirement plans.  Some of the many services provided include:

  • Customized plan design and installation
  • Plan document preparation and updates
  • Preparation of required employee notifications and disclosures
  • Employer contribution calculations
  • Testing to satisfy IRS requirements
  • Year-end Trust reconciliation and account activity reporting
  • Form 5500 preparation
  • Processing of participation distributions and loans
  • Preparation of fee disclosures that conform to DOL requirements
  • Full ERISA compliance services

We provide these services on a “white label” basis to many TPAs across the country

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401(a) & 401(k) TPA Services