Modernize your plan, terminate your plan or simply make a plan.

An independent Third Party Administrator firm and preferred partner for many leading retirement plan providers, such as American Funds, Empower, John Hancock, KTRADE, Nationwide, Principal and Transamerica, we offer a vast portfolio of services for retirement planning. We also offer experience, guidance and peace of mind. Services include:

Retirement planning and strategy
Eligibility and contribution calculations
Compliance testing and failure corrections
Plan transition and document services
Plan modernization
Consulting and fiduciary education
IRS & DOL audits
Balance forward administration

Creating your plan is just the beginning. Our continued support services include:

  • Calculating and allocating company contributions
  • Year-end discrimination testing
  • Employee communication and explanation of plan options
  • Annual reporting
  • Individual participant statements
  • Required Internal Revenue Service (IRS) filings
  • Plan modernization

Whether you’re looking to set up a new plan or move an existing plan from another provider, we can help with:

  • Document services
  • Enrollment and education materials
  • Transition services
  • Termination letters
  • SOX notice

We use Relius Administration, an integrated system of computer software that is fully compliant with IRS regulations.

How We Help Plan Sponsors

As with employers and business owners, we help plan sponsors navigate the often complex process of retirement plan management by:

  • Handling all issues that arise with creating or transitioning to a new plan
  • Maintaining retirement plans
  • Ensuring all aspects of the plan are in compliance with IRS and Department of Labor (DOL) regulations
  • Responding to each and every question
Let's Make A Plan