Keeping up with the retirement plan world is a never ending challenge. It has been my professional focus for thirty years. It never ceases to amaze me how complex and ever changing this industry can be. What is even more amazing is that retirement plan sponsors are expected to have a strong knowledge base in this area. If you don't believe me, check out the plan checkup tools on the IRS website or the discussions on the DOL website. Plan sponsors need to have a good support team in place to avoid the common pitfalls and keep up with new developments. That's where an experienced TPA can be invaluable.
What We Do
We provide Third Party Administrative services (TPA) to tax advantaged retirement plans. We design, administer and monitor all types of plans including 401(k), 403(b), 412(e), 457(b), SIMPLE and SarSEP. We can also help design and support hybrid type plans such as cash balance pensions.
Call Us Today!
If you are responsible for your Company's retirement plan, or you are considering implementing a retirement plan program, we welcome your call. Let us help you through the maze.