Third Party Retirement Plan Administrators for Your Small-Medium Sized Business
Ever get terrible advice? Yeah. We all have. Usually itʼs from a stranger or someone who doesnʼt know us all that 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 than a Fortune 500.
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 need to change as your company expands or goes into new markets. We've got you covered.
Charlotte Cantwell
"They save me time and energy, which is invaluable to me."
Weʼll communicate the possible tax breaks with our clients. And break down the requirements and fees so you know exactly where you stand.
Weʼll 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 and we’ll be happy to answer your questions.
