Why choose us as your Third-Party Administrator?
We Service ERISA and Non-ERISA 403b/457 Plans!
Our WIN-WIN Platform
- online transactions, 100% mobile phone friendly (less faxes, scans, and emailing of documents)
- faster turnaround and approvals
- less paperwork shuffling
- immediate confirmations to your employees of transaction status
- Happy employees + Happier Advisors/Vendors = Happier employers/clients
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:
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Plan Document Design and Support
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IRS 5500 Preparation (ERISA plans only)
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Compliance testing and oversight
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Support for multiple investment platforms
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Common Remitter Payroll service
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Information sharing with all investment providers you select for your plan
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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
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Transfers between vendors
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Plan distributions/withdrawals
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Loan approvals
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Exchanges
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Hardship and Unforeseeable Emergency distributions
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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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