Why choose us as your Third-Party Administrator?
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).
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:
Complete administration of your Plan Document and agreements
Support for multiple investment platforms
Information sharing with all investment providers you select for your plan
Support for your current remittance process to investment providers
In addition, our team will monitor the following transactions to ensure compliance with IRS regulations and as permitted by your Plan Document:
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.