The Third Party Administrator (TPA) services you need. Nothing you don’t.

TPA Services

  • 3(38) Fiduciary Services
  • Payroll Integration
  • Compliance Testing and Signature-Ready Form 5500
  • Prototype Plan Document Services

Compliance Testing and Signature-Ready Form 5500

Annual compliance testing ensures plans meet all regulations surrounding your plans. Plan year-end tests include written reports and solution recommendations for any failures.

  • Actual Deferral Percentage Test (ADP)
  • Actual Contribution Percentage Test (ACP)
  • 415 Annual Additions Limitation Test
  • 416 Top Heavy Test
  • Other Compliance Tests as Needed
  • Signature-Ready Form 5500

Document Services

Our Complete plan doocument support, compliant with all regulations, includes:

  • Standardized Money Purchase
  • Non-Standardized Money Purchase
  • Profit Sharing documents
  • 401(k) documents
  • 403(b) documents

Plan document services include:

  • Plan document review
  • Plan design consulting
  • New plan implementation
  • Plan restatements
  • Plan submissions

Plan Types Supported

Our team’s experience and expertise allows us to tackle virtually any plan type that’s right for you and your organization, along with the unique challenges associated with each.

  • 401(k)
  • 457(b) Plan
  • 403(b) Plan
  • Safe Harbor Plan
  • SIMPLE 401(k)
  • Solo 401(k)
  • Profit Sharing Plan
  • Cross-Tested Plan
  • Money Purchase Plan
  • ESOP
  • Cash Balance Plan
  • Multiple Employer Plan
  • Taft-Hartley Plan
  • Non-Qualified Plan

Ready to get started?

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