7 TPA Super Powers to the Rescue
Taking on a 401(k) or another retirement plan for yourself or your employees is a major responsibility. Keep a super-powered TPA by your side to lighten the load and keep you out of harm’s way!
In short, Compliance Consultants, or Third Party Administrators, work with business owners, their financial advisors, and CPAs to setup and properly maintain qualified retirement plans for businesses of all shapes and sizes. They will oversee the administration of the plan, and help you ensure it remains in compliance with government regulations.
Customized Plan Design
Annual Compliance Consulting
Loan and Distribution Processing
Protection of Your Plan’s Qualified Status
Need a TPA Hero in your life? Ask your financial advisor for recommendations, or contact us!