Our services incorporate all aspects of plan administration including compliance testing and completion of required governmental filings such as the annual IRS Form 5500. We partner with brokers and advisors around the United States to provide TPA services for clients who work with a variety of investment providers such as MassMutual, Voya, Fidelity, American Funds, Transamerica, etc.
“The world’s finest TPA for 401(k) plans”
Bruce Goldstein, Chief Operating Officer – RMA of Philadelphia
We provide a complimentary plan design review and discussion to all prospective clients. Our expertise in the retirement plan arena can save you many thousands of dollars compared to your current plan design. Additionally, the review continues on an ongoing basis to ensure that the plan design continues to meet your needs and enabling us to suggest alternatives where appropriate.
We sponsor IRS-approved prototype and volume submitter plan documents that cover nearly all possible plan design options. We will discuss the plan design with the plan sponsor and complete signature-ready required plan documents including the Summary Plan Description (“SPD”).