Plan Sponsors
We are Focused on being a Reliable Consultant, Resource and Partner to You.
We are Focused on being a Reliable Consultant, Resource and Partner to You.
The TPA Experts team works with Plan Sponsors to become an extension of their team for retirement plan administration. We provide administration expertise and resources to Plan Sponsor partners so they can offer a valuable retirement plan solution to attract and retain top tier employees.
We are Responsive
When working with The TPA Experts you will be assigned a dedicated Plan Consultant that will be your day-to-day contact for whomever you pick to be the contact at your company. Whether it is your HR Manager, Controller, CFO, Office Manager or other, our Plan Consultant-led approach will allow you to get the answers you need when you need them. At The TPA Experts, we pledge to respond to your email/call in a timely manner.
We are There for You for the Routine and the Not-So-Routine
The members of The TPA Experts team are experts in not only addressing common plan administration tasks, but also can help with unusual plan occurrences, such as account changes due to a change in marital status, death, hardship distributions, issues with severance pay, etc.
We Make the Year-End Process Simple and Seamless
At The TPA Experts, we keep the year-end process in mind throughout the year, so when it comes time for the filings and calculations, the process has already been started.
We provide quick and accurate calculations (Discretionary Match, Profit Sharing, Owner(s) maximum contributions, Catch-up contributions, etc.) to allow our clients to make informed decisions long before deadlines.
We Keep on Top of Changes
With the retirement plan industry being subject to constant rule and regulation changes, we help Plan Sponsors by interpreting the rules and advising our client partners on how to best adapt to allow their plans to continue to achieve its goals.
The work and passion Plan Sponsors put into building their business drives them to want to offer a quality retirement plan — one that is a benefit for all employees. At The TPA Experts, we know that you have options when it comes to retirement plan administration solutions. With that in mind, our team focuses every day on the work needed, to be a clearly better TPA option for Plan Sponsors.