FAQs


 

Why work with a third party administrator?

The ever-changing retirement plan arena gives rise to many new challenges & opportunities. Our employees are the key to our success – and yours. As credentialed professionals, we know how to identify and solve problems and how to modify a plan when it makes sense to do so. Designing and administering retirement plans is our business.  We are an extension of your HR department, not an 800 number.

 

What type of retirement plan is best?

Plan design is an important — if not THE most important — aspect of plan administration. We have credentialed professionals on both sides of qualified plan administration — defined contribution and defined benefit. We will review your employee demographics, cash availability and benefit ideas to design the best plan to meet your company needs.

 

Who chooses where the plan assets are invested?

Ultimately, the Plan Trustees choose the investment vehicle for the plan from a wide range of options. Some are Trustee directed; others are participant directed. Depending on your plan, we’ll explain the options, differences and benefits. We work with a large number of outside record-keeper platforms, brokerage firms, as well as our own open architecture platform.

 

Who do we call when we have a question?

You will be assigned a single point of contact with their direct phone number and email address.  Your plan will be assigned to an administrator who is knowledgeable in all aspects of your plan design. Your administrator can prepare amendments, calculate contributions, answer participant questions, file the annual 5500, and guide you on day-to-day plan operations.

 

Are all 'TPA' firms the same? No!

Just like any profession, there are a broad range of service levels and fees.  We have built a strong reputation of offering exceptional service, you expect and deserve, at an incredible value. Just submit a quotes request, you may be surprises. Quote Request Form
 

Scott G.

We just met with the owners and wanted to let you know how happy we are with the conversion process, and how smoothly everything went. Thank you!

Scott G.
Registered Investment Advisor