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Stand Alone TPA

Leave Plan Compliance to the Experts.

Looking to partner with a TPA who puts the industry experts on the front line to team with you and your staff?  You’ve come to the right place!  Regulations and laws are continually being rewritten, making plan compliance a tricky topic.  Not only can the penalties associated with being out of compliance add up quickly, it can also result in the disqualification of your plan, setting you and your employees back substantially from a secure retirement.

Our compliance team is armed with over 20 years of industry experience and is committed to staying on top of the ever evolving regulations and compliance requirements, ensuring that your plan will meet every regulation and testing requirement on or before the mandated deadlines.

Our TPA services include:

  • Plan Design Consultation
  • Plan Document Preparation
  • Annual Notices
  • Benefit Calculations, including Cross Tested Allocation strategies
  • Actual Deferral Percentage (ADP) Test (IRC §401(k))
  • Actual Contribution Percentage (ACP) Test (IRC §401(m))
  • Coverage Test (IRC §410(b))
  • Top Heavy Test (IRC §416)
  • Maximum Deferral Limit Test (IRC §402(g))
  • General Nondiscrimination Test (IRC §401(a)(4))
  • Compensation Test (IRC §414(s))
  • Annual Additions Limitations (IRC §415) Annual Additions
  • Limitations (IRC §415)
  • Form 5500 Preparation and Filing

Questions on our 401(k) TPA services? Contact us and we’ll walk you through our service offerings and pricing.