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403(b) & 457(b) Third Party Administration Services

We provide cost-effective, independent Third-Party Administration (TPA) for 403(b) and 457(b) Plans. In response to changing regulations, we offer peace of mind with a TPA platform that allows for the timely administration of your retirement savings plans. We utilize only the most experienced professionals and innovative systems in the industry to provide these services on a level that remains unmatched. Our comprehensive TPA compliance services include:

  • Onsite IRS audit assistance
  • Comprehensive Plan evaluation and reporting
  • Provider evaluations and service agreements
  • IRS Pre-Approved Volume Submitter Plan Document
  • In-House Legal Counsel
  • Continuous aggregation of Plan level data with demographic files
  • Online Plan Distribution Service available 24/7
  • Toll-free Bilingual customer services call center
  • Secure online remittance services through EPARS®
  • Investment Provider Service
  • Contribution monitoring with corrective assistance for prior years
  • QuickENROLL simplified enrollment
  • Employee educational materials (Universal Availability)
  • Financial Wellness Center
  • Plan compliant forms and documents customized to each plan sponsor

TPA services are administered through U.S. OMNI&TSACG Compliance Services, a division of USRBP.

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403(b) & 457(b) TPA Services