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.

Payroll integration doesn't have to be complicated.

Our 360°, or two-way integrations, remove the plan sponsor's involvement; we receive files automatically from the payroll company on behalf the sponsor, and send data back to that payroll company to update their payroll system.

We currently have 360° integrations with:

We can integrate with almost any payroll provider.

Our 180°, or one-way integration allows the payroll company to send the payroll file to us on behalf of the plan sponsor, so that you do not have the administrative burden of transmitting the file.

Currently we have 180° integrations with:

  • ADP
  • Advantage
  • BalancePoint
  • Ceridian
  • Harpers
  • PayCom
  • Payrolls Plus
  • Payserv
  • PayTech
  • Performancepay

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 by calling 800-436-6689 or filling out the form to the right.