TPA

From Plan Design to fulfilling your plan’s daily and annual administration requirements-

we do it all

 

• One Point of Contact – Account Manager Assigned to Each Client

• Account Managers Each Have 10+ Years Experience

• Fixed Fee Service Schedule (Never Asset-based)

• 24-hr, 7-days a Week Participant Account Access using our Web Access System

• 24-hr, 7-days a Week Participant Account Access using our Telephone Access System

• 24-hr, 7-days a Week Plan Sponsor Access using our Web Access System

• 24-hr, 7-days a Week Financial Advisor Access using our Web Access System

 

Administrative Services

 

• Maintain Participant Accounts

• Census and Vesting Updates

• Actuarial Evaluations

• Process Distributions

• Process Hardships

• Process Loans

• Process Payrolls

• Process Rollovers

• Process Transfers/Realignments

• Quarterly Participant Statements Prepared

• Quarterly Participant Statements Mailed Home Upon Request

• Quarterly Employer-level Allocation Report

• Individual Administrative Forms

• Plan Administrative Manual

 

Document Services

 

• Plan Design: 401(k), Roth 401(k), 403(b), Profit Sharing, Safe Harbor, ESOP, 457, Money Purchase Pension, Defined Benefit, Davis-Bacon and New Comparability

• Trustee or Participant Directed Plans

• Plan Document: Individual, Volume Submitter or Prototype

• IRS Approval Letters

• Summary Plan Description (SPD) Employee Booklet Provided and Modified as Needed

• Corporate Resolutions

• Plan Amendments as Needed

• Individual Plan Document Changes as Required

 

Government Reporting and Testing

 

• 5500 Series Form

• 1099 Form

• 1096 Form

• 402(g) Limits Testing

• 404 Corporate Deduction Limits

• 410 Testing

• 415 Limits

• Top-Heavy Testing

• ADP/ACP Discrimination Tests

• New Comparability Test