Retirement Services
Custom built solutions tailored for your retirement objectives.
Tailored Design. Hometown Service. National Strength.
Our national network of local partners can create a custom retirement plan to help you meet your objectives.
From plan design and implementation, to compliance, administration, government reporting and filings, and ongoing plan support and consulting, we’re your local experts in retirement services.
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Includes traditional, Roth, and Safe Harbor 401(k) plans, along with plan administration, compliance testing, and reporting.
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Pension-style retirement plans with guaranteed benefits. Cash Balance plans combine features of defined benefit and defined contribution plans.
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Employer-funded retirement plans where contributions are discretionary and based on company profits.
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Allows employees to become partial owners of the company through stock allocations.
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Tax-advantaged retirement plans for government and certain non-profit employees.
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Administrative fiduciary responsibilities to reduce your liability and workload.
A Unique Approach
How our partners will serve you throughout the year:
Our partners work with you throughout the year to ensure you’re minimizing your tax liability, staying compliant, and effectively meeting your goals.
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![Our TPA partners focus on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ADP/ACTP testing deadline of March 15th, your local TPA team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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![Your local TPA firm focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, your local TPA team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with recordkeepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![Your TPA focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As your local TPA prepares for the October 15th 5500 filing deadline, we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identifying by our testing and report prep, as we plan for the coming fiscal year.
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![Your local TPA experts focus on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500’s filed, signed, and complete by October 15th, your local TPA team focuses on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
