Retirement Plan TPA

We are a third party administrator (TPA) for qualified retirement plans.  We will assist you with the day-to-day aspects of your retirement plan and work closely with you on the design, implementation, and ongoing administration of your plan.

We offer a variety of services, including, but not limited to, the following:

  • Customized plan design
  • Amending and restating plan documents
  • Allocating employer contributions
  • Annual non-discrimination testing and review of contribution and deduction limits
  • Calculation of participant vesting
  • Participant benefit statements
  • Form 5500 and Form 8955-SSA filings
  • Prepare and process participant distributions and participant loans
  • Assistance with annual and quarterly¬†disclosure requirements