Scale Your TPA Operations with Audit‑Ready Precision
End‑to‑end retirement plan administration for TPAs—nondiscrimination testing, allocations, 5500 prep, loans, distributions, and more.
- RPF & QKA credentialed talent
- SOX‑aware processes
- Secure data handling
Our Specializations
Defined Contribution Administration
Eligibility, allocations, match & safe harbor, loans, distributions, year‑end close.
Nondiscrimination Testing
ADP/ACP, 410(b), 401(a)(4), Top Heavy, coverage & cross‑testing with remediation.
Form 5500 & Filings
Preparation, schedules, audit support, and e‑filing.
Plan Design & Consulting
New comparability, safe harbor, cash balance coordination, and MEP/PEP support.
White‑Label Support for TPAs
We integrate with Relius, ftwilliam.com, and Chorus — an extension of your team.
See Case Studies