TPA

Our breadth and depth of experience and knowledge as a Third Party Administrator is unmatched

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

350 Sentry Parkway Bldg 620, Suite 220

Blue Bell, PA 19422

Copyright © 2020 BEON Retirement

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