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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:

  • 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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Common Remitter Service
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