Third Party Administration

If you're happy with your current recordkeeper, we can still help!

When it comes to making your business stand out, having the right partner can make all the difference. ​As a Third Party Administrator (TPA), we've partnered with other top retirement plan providers to offer alternative service and support for our clients.

These strategic relationships allow us to offer seamlessly integrated and cost-effective retirement plans that give us the ability to find the perfect solution for any business. And, we work directly with your management team, investment advisor and the recordkeeper to ensure a singular experience—no matter how many companies you work with.

We integrate with the following payroll partners:

Our Third Party Administration solutions include:

  •  Custom plan design and compliance services
  • Interactive third party administration
  • Full integration and communication with plan providers for a seamless interface
  • Dedicated client service professionals assigned to your account
  • Multilingual Service Center to answer participant questions
  • Professionally credentialed administrators familiar with your plan

Take the next step.

Request a complimentary plan benchmark to see how your plan measures up!
And to learn more about our retirement services, contact us today!