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¿Por qué elegirnos como su administrador externo?
¡Damos servicio a planes ERISA y no ERISA 403b/457!

Nuestra plataforma GANAR-GANAR

- transacciones en línea, 100% compatibles con teléfonos móviles (menos faxes, escaneos y envío de documentos por correo electrónico)

- entrega y aprobaciones más rápidas

- menos papeleo barajado

- confirmaciones inmediatas a sus empleados del estado de la transacción

- Empleados felices + Asesores/Proveedores más felices = Empleadores/clientes más felices

As Internal Revenue Service (IRS) regulations for retirement plan compliance have become more embedded in the educational community, more school districts than ever before are utilizing third-party administrators to handle their 403(b) and 457(b) programs.  We can help you get the expertise you want and deserve from a Third Party Administrator (TPA).

We specialize in providing full administrative and consulting services for 403(b) and 457(b) plans, while ensuring compliance with IRS regulations.  We help you with:

  • Plan Document Design and Support

  • IRS 5500 Preparation (ERISA plans only)

  • Compliance testing and oversight

  • Support for multiple investment platforms

  • Common Remitter Payroll service

  • Information sharing with all investment providers you select for your plan

  • Support for your current remittance process to investment providers

Our team manages the following transactions to ensure compliance with IRS regulations and as permitted by your Plan Document, plus reducing your involvement in day to day administration:

  • Plan Rollovers in or out

  • Transfers between vendors

  • Plan distributions/withdrawals

  • Loan approvals

  • Exchanges

  • Hardship and Unforeseeable Emergency distributions

  • Qualified domestic relations orders (QDROs)

Salary Reduction Agreement Management

Our team can handle all new SRAs as well as SRA changes.  We can develop a strategy to minimize your involvement in the process freeing up more of your valuable time.

Servicio de remitente común
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