Plan Administration
Providing you with timely and accurate service.
Providing you with timely and accurate service.
Your dedicated team at The TPA Experts wants to provide you with timely and accurate service. To achieve that goal annually, we will collect all information including the plan census, payroll, and investment data enabling us to prepare your annual plan tax filings, as well as any required compliance testing.
At The TPA Experts, we understand that managing a retirement plan requires precision, expertise, and attention to ever-changing regulations. That's why our team will ensure your plan is managed efficiently and stays on track—all with minimal effort on your part.
Our comprehensive approach means we handle everything, from gathering essential plan data to performing critical compliance testing and tax filings, so you can focus on running your business. We take pride in offering timely, accurate service that gives you peace of mind.
Eligibility Determination
We identify when employees qualify to participate in your plan, ensuring accurate enrollment.
Census Reconciliation
We collect and reconcile annual census data, matching contributions by source and participant with reported deposits.
Contribution Allocations
We allocate employer/employee contributions, gains, losses, and forfeitures.
Comprehensive Testing
We conduct essential compliance tests, including: 401(k) and 401(m) non-discrimination, Coverage requirements, Top-heavy status assessments, 401(a)(4) general non-discrimination, Contribution limits (annual additions and deductible limits)
IRS Reporting
We prepare signature-ready IRS forms, including Form 5500, Form 5500-SF, Form 8955-SSA (if applicable), and related schedules.
Plan Maintenance
We keep your plan details updated to reflect changes in regulations or your business needs.
Loan and Distribution Processing
We check loan and distribution request for compliance with plan documents and submit to recordkeepers for processing.
Key Employee and Highly Compensated Employee Determinations
We summarize employee classifications for compliance testing.
Participant Reporting
We generate account balance statements, contribution reports, and schedules of benefits eligible for distribution.
Plan Reconciliation
We compile and balance plan assets to ensure accurate records and compliance.
By combining administration and compliance into one cohesive service, our team streamlines the administrative process, saving you time and reducing stress. With The TPA Experts as your partner, you'll have the confidence that your plan is not just managed—it's optimized for success.