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Third Party Administrator

Total Plan Administration Services

Our retirement third party administrators and advisors will work closely with your company goals to design a retirement plan that meets suits your business. Retirement plans are complicated to select on your own, and our team of experts are here to guide you.

Solo 401(k) Plans

Solo 401k for Single business owners with
no employees or part-time employees. 

  • Traditional or Roth contributions
  • Contribute up to the 401(k) maximum
  • Tax Benefits for Employers
  • Flexible Plan Design
  • Wide range of mutual funds
  • Salary deferrals

starting at$65 per year
through our select providers

Group 401(k) Plans

Small, mid or large size businesses’ 401k retirement savings. Reduce company costs on administration and maintenance fees.

  • Traditional, Roth or Safe Harbor 401k Option
  • Contribute the 401(k) maximum
  • Optional employer contribution
  • Tax Benefits for Employers
  • Flexible Plan Design
  • Wide range of mutual funds

starting at$65 per year
through our select providers

Profit Sharing Plans

Employees receive a percentage of a company’s
profits based on its quarterly or annual earnings.

  • Customized profit sharing plan
  • Great way for a business to give its employees a sense of ownership in the company

starting at$85 per year
through our select providers

Cash Balance Plans

Employers credits participant’s account with a set percentage
of his or her yearly compensation plus interest charges.

starting at$665 per year
through our select providers

401(k) Total Plan Administration Comparison

  Solo 401k Group 401k
Cost Starting at Starting at
$65  $65 
per year per year
Number of Employees 1 1 – 300+
Safe Harbor  
Traditional (Pre-Tax) & Roth (After Tax)
Online access to employers & employees from provider
Company retirement plan design
Conducting individual advisory on-site meetings
Consulting on mergers and bankruptcies
Fiduciary and liability protection
• 3(16) fiduciary • plan administrator
• 3(38) fiduciary • investment manager
• 3(21) fiduciary
• investment advisor
Originating and maintaining participant loans
Prepared tax filings and disclosures:
Form 5500, SPD, Safe-Harbor Notice
Preparing quarterly benefit statements
Sending participant notices & fee disclosures
Updating investment lineup