After installation, a plan needs continuous supervision. As your Service Provider or “Third Party Administrator" (TPA), we process the administrative paperwork of the plan. We will perform all required nondiscrimination and compliance testing, prepare signature-ready required government filings, assist with distribution, withdrawal and loan processing and work closely with clients to determine proper allocations of employer and employee contributions. We pledge to deliver not only what is required, but also what you need and want.
In the event of a plan audit, our qualified consultants are prepared to provide you with the necessary support you need by working closely with you and the plan auditors to ensure a smooth and timely process.