When you hire us as your plan administrator fiduciary, we recommend you continue to work with a local third-party administrator. For clients who prefer to reduce relationships and data sharing, we offer TPA Peace of Mind services to handle administrative paperwork of the plan, compliance testing and the preparation of annual government form filings.

As your Service Provider or “Third Party Administrator” (TPA), we process the administrative paperwork of the plan and we will perform all required nondiscrimination and compliance testing, and prepare signature-ready required government filings. Since this TPA service is offered exclusively in concert with our plan administration fiduciary service, all TPA services dovetail with our 3(16) fiduciary oversight and responsibility for payroll, distributions, withdrawal and loan processing, notice mailings and more.