Compliance-focused plan administration handled by CPAs and ASPPA members.

If you sponsor a 401k plan, administration is not optional. Deadlines, testing requirements, Form 5500 filings, and plan document updates must be handled correctly and on time.

Our retirement plan team includes CPAs and members of the American Society of Pension Professionals and Actuaries. We provide third-party administration services designed to keep your plan compliant and operating properly year after year.

Our TPA services include:

• Annual nondiscrimination and compliance testing
• Form 5500 preparation and filing
• Plan document maintenance and amendments
• Contribution calculations and allocation support
• Ongoing ERISA compliance oversight

William Lewis

"They exceeded my  expectations."

Small businesses have ups and downs. 

If you are evaluating your current TPA or need administration for a new 401k plan, schedule a consultation. We will review your plan, outline your responsibilities, and explain exactly how we manage compliance and reporting.