Third-Party Retirement Plan Administrators for Your Small-Medium-Sized Business
Have you ever received terrible advice? Yeah, we all have. Usually itʼs from a stranger or someone who doesnʼt know us very well.
These people rarely ask questions. And rarely LISTEN.
William Lewis
"They exceeded my expectations."
We believe in listening to our clients' needs. As third-party administrators, we donʼt believe in blanket retirement planning. Your needs are different from those of a Fortune 500 company.
And we know it.
Small businesses have ups and downs.
Can you set and forget a 401k forever? Of course not. It needs just as much flexibility as your business does. Employee benefits must change as your company expands or enters new markets. We've got you covered.
Charlotte Cantwell
"They save me time and energy, which is invaluable to me."
Weʼll discuss possible tax breaks with our clients and break down the requirements and fees so you know exactly where you stand. 
We handle the rest:
- Plan design
- Form 5500 Preparation
- Plan compliance testing
- Plan document support
- And everything in between
So, if you’ve considered hiring a TPA but weren’t sure it was the right decision for you, give us a call, or fill out the form on this page, and we’ll be happy to answer your questions.
