TPACore

Hello, Are you looking for a reliable partner to handle your 401(k) administration and compliance? Look no further! Our team of highly experienced and ASPPA-certified professionals is here to help. With over 15 years of experience, we have successfully served more than 45 clients with 220+ members, utilizing cutting-edge software and project management tools to ensure efficiency and security. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐔𝐬? • 𝐄𝐱𝐩𝐞𝐫𝐭 𝐓𝐞𝐚𝐦: Our team is proficient in DATAIR, Relius, FT William, ASC, and tools like Pension Pro, Pension Pal, Trello, and Monday. • 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: From preparing renewal packages and census scrubbing to compliance testing and audit support, we've got you covered. • 𝐂𝐨𝐬𝐭 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: We can help you save up to 50% in costs, offering services around the clock. 𝐎𝐮𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: o Administration o Preparing renewal packages o Census scrubbing o Contribution calculation o Self-Directed Brokerage Accounts o Compliance (ADP/ACP, 416 top-heavy, 401(a)(4)) o Nonqualified Plan Administration o Audit Support o Government forms 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: o Plan Design & Implementation o Various distributions (termination, in-service, hardship, RMDs) o Loans o Client communication o Audit paperwork 𝐎𝐮𝐫 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬: 1. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: Many renowned TPA firms are establishing offshore operations to maximize profits, highlighting the industry's growing potential. 2. 𝐂𝐨𝐬𝐭 𝐒𝐚𝐯𝐢𝐧𝐠𝐬: We can help you save up to 50% in costs with our 24/7 availability. 3. 𝐋𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬: We are committed to building long-term relationships and seeking collaborations with potential partners. 4. 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞: Our dedicated technical team focuses on process improvements to enhance efficiency and innovation. 𝐈𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐞𝐝, 𝐋𝐞𝐚𝐯𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞.