Low-cost, on-demand and easy to setup plans from ShareBuilder 401(k). Plans for 1 or more priced from $15-$200/month. Get a Free Quote in minutes.
www.ShareBuilder401k.com




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For third party TPA and benefit administrators. Experienced.
www.CRSlicensing.com
Flexible Benefits Administration Section 125/132 "Cafeteria" Plans
www.flex-plan.com/
Let our professional staff answer calls for you. Help desk solutions.
www.CustServ.us
How does Self-Insurance work? Find a Service Provider now!
www.specandagg.com
Large Gazebo, Huge Bar Areas Possible Onsite Wedding Ceremony
www.southendclub.com
We have Very Unique Party Favors, Keepsakes Personalized Gifts & More
posh-treasures.com
Children's Party Center - Ages 0-6 Fun b'day parties including photos!
www.pictureperfectparty.biz
Specializes in helping smaller companies establish retirement programs.
www.1ststepfinancial.com
Providers of planning, design and administration of retirement and benefit plans. Located in Santa Barbara, California.
www.abainc.com
Specializes in employee benefit plan administration.
www.boh.com
Independent third party administrator of pension and profit sharing plans. Site offers questions and answers concerning 401 (k) and other defined contribution retirement plans.
www.cffs.com
a Qualified Plan Third Party Administration Firm (T.P.A,) specializing in setting-up and maintaining company retirement plans.
www.geocities.com
A full service specialist in the design, administration, investment management and communication of corporate retirement plans.
www.mbm-inc.com
Provider of third-party pension administration services and software for both defined benefit and defined contribution pension plans.
www.penad.ca
Provides small to medium size companies with independent qualified pension plan consulting, design, implementation and administrative services.
www.pension-actuary.com
Provides pension plan administrative services, actuarial services and retirement plan consulting nationwide.
www.pensionconsultant.com
Pension plan administrator providing tailored retirement plans.
www.princetonplan.com
Third party administrator of retirement and profit sharing plans.
www.retirementplans.com
Consulting and administration firm providing services for qualified and non-qualified retirement plans.
www.rpasltd.com
Low-cost, on-demand and easy to setup plans from ShareBuilder 401(k). Plans for 1 or more priced from $15-$200/month. Get a Free Quote in minutes.
www.ShareBuilder401k.com
Third party administrator (TPA) for qualified retirement plans. Site also provides retirement information.
www.slavic.net
Provides record keeping and administration services for qualified retirement plans.
www.wai401k.com
Third party administrator for 401(k), profit sharing and flexible benefit plans.
www.wmmichaels.com
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Guide to Third Party Administrators
Let Third Party Administration professionals make the most of your employee retirement planTake your time in selecting a 401(k) Third Party Administrator; you want to find a pension TPA with which you can establish a long-term business relationship. After all, you're talking about your employees' financial security. Expect to go through these phases when working with a Third Party Administrator:
1. Consult with the TPA about your needs for tax-deferred plans and employee retirement and savings benefits.
2. After the consultation, ask the pension TPA to provide you with a proposal of the types of plans suitable for your company. Ask to see all provisions, including penalties and vesting schedules.
3. After selecting a 401(k) Third Party Administrator, they will get IRS approval of your plan, provide all necessary employee paperwork, and work with you to get your employees enrolled.
Action Steps
The best contacts and resources to help you get it done
Work with one of the larger, national pension TPA companies
You've probably seen insurance companies advertising their retirement plan services on TV. With a large company you get experience and expertise. However, you may also end up with a larger bill for plan administration.
I recommend:
CitiStreet is one of the top companies in benefits administration. ADP Retirement Services offers a full service retirement plan TPA.
Choose specialized retirement administrators
Some companies work solely in Third Party Administration. With one of these smaller companies, you often have more options in selecting a 401(k) provider.
I recommend:
Pension Specialists offer a variety of services including their flexible 401kMAX plan. Look to CompuPay for expertise and a wide range of retirement plan third party administration services.
Look for Third Party Administrators who do business in your state
The Internet makes it easy to locate a list of Third Party Administrators which are licensed in your state. You can do a quick comparison online and then call only those companies that offer the services you need.
I recommend:
The 401kExchange provides a provider directory and ratings of plan providers. The information is free but you'll need to register with the site to access the lists. TPA Connection allows you to search by state. Click on your state and a list comes up showing Third Party Administrators who do business in your state; the list includes how long the company has been in business and a guide to the services they provide.
Tips & Tactics
Helpful advice for making the most of this Guide- Once your Third Party Administrator has all the paperwork for your plan, you should ask your company attorney to review all documents.
- Don't think 401k TPA is only for large companies. Many retirement plan administrators work with companies with as few as 25 employees.








