Third Party Administration

As your Third Party Administrator (TPA), we provide ongoing support in addressing multifaceted challenges and opportunities with the day to day management of retirement plans. We have the expertise and advanced resources to ensure your retirement plan stays compliant and is structured to meet your goals.

We offer a bespoke service to suit each plan sponsor’s unique situation. As your dedicated TPA, we can help you with various administrative duties, including:

• The preparation of annual IRS Form 5500 (including all required schedules and attachments);
• Determining employee eligibility to participate in a retirement plan;
• Annual Plan Testing − including coverage testing, ADP and ACP nondiscrimination testing, top-heavy testing, contribution limits testing and deduction limits testing;
• Source allocations;
• Participant loan processing and tracking;
• Vesting calculations;
• Consulting for corrective measures for any failed nondiscrimination testing;
• Consulting for technical and legislative plan operations.