Tri-State Plan Administration, Inc.

In 2020, TPA joined Latitude Retirement - a national firm with the feel of a local provider. Latitude also provides Plan Design, Administration, and Consulting in addition to 3(16) Fiduciary and Actuarial Services for firms from 1 to 1,000 participants. Latitude is headquartered in Plymouth, IN with offices in Cincinnati, OH; Columbus, OH; Mount Pleasant, SC; Woodland Hills, CA; Phoenix, AZ; and, Indianapolis, IN. You can find out more by going to www.latituderetire.com! The team you know and trust from TPA is still located in Downtown Cincinnati and can still be reached at (513) 651-1880! TPA was founded in 1987 to provide exceptional retirement plan administration to meet the needs of small and medium-sized employers. These companies have been at the heart of our mission ever since, motivating us to design and administer custom plans that help businesses and their employers effectively save for retirement. At TPA we celebrate that every business is unique and understand that their reasons for establishing a retirement plan vary – as do their workforce demographic, product, service, and business cycle. No matter your size, industry, business model, or ownership structure we help you to craft, implement and maintain a plan that fits your specific needs. As your business grows and changes, we continually work with you to reassess your plan and make sure it continues to meet your needs. We execute the often tedious day-to-day operations of retirement plan administration so you can focus on your business. TPA will be your partner on your company’s journey to retirement success. Plans administered include but are not limited to: 401(k) plans (including those with Safe Harbor and Roth provisions), Defined Benefit Plans, Profit Sharing Plans, and plans with special provisions such as cross-testing or age-weighted allocation formulas.