RETIREMENT SOLUTIONS
Third-Party Administration Outsourcing
Comprehensive retirement plan outsourcing solutions.
In support of unbundled retirement plans, we also outsource our design, administration and consulting services to TPAs. We understand the complex regulatory environment and how expensive it can be for you to keep up with the technologies and processes necessary to remain responsive and profitable. We also know that some tasks are difficult to manage without significant investment in platforms, people and processes.
That’s why we provide a full suite of outsourcing services throughout the country. Every year, we significantly invest in creating cost-effective solutions for the administrative tasks that you are required to complete. Our proprietary retirement plan technology can be “white labeled” to align with your company’s branding and operational needs, and is easily integrated.
Our technology includes:
- A compliance data center (CDC) plan sponsor web portal for census data collection
- A TPA dashboard that manages year-end compliance tasks and documents all communications with our outsourcing staff
- Trust accounting
- Contribution calculations
- Compliance testing
- Form 5500 preparation
- Distribution and loan processing
- Plan documents
Our TPA outsourcing services provide you with significant cost savings thanks to timely, responsive production support, backed by disaster recovery/business continuity plans to ensure uninterrupted performance for you and your clients.