We stand as a Category of One partner in the TPA space. As a leading third party administrator for America’s leading recordkeepers and advisors, we are the only TPA offering a full spectrum of creative plan design, strategic consulting, IRS and DOL regulatory compliance services, an actuarial practice and end-to-end plan administration for every plan, with complete independence and flexibility. We strive to make life easier for everyone we serve, simplifying the complex and relieving the burden of plan administration, consulting, and compliance. We combine highly responsive personalized service with the unmatched strength and security of a national leader. Our areas of expertise encompass creative retirement plan design and administration, Cash Balance Plans, 3(16) Fiduciary Services, Prevailing Wage Plans, ESOP, Defined Benefit, Tribal Plans and Trusts, Non-qualified Deferred Compensation Plans, actuarial consulting, compliance, 401(k), 403(b) and 457 Plans.
