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).

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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

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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:

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• Plan Rollovers in or out

• Transfers between vendors

• Plan distributions/withdrawals

• Loan approvals

• Exchanges

• Hardship and Unforeseeable Emergency distributions

• Qualified domestic relations orders (QDROs)

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Salary Reduction Agreement Management

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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.

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