Retirement Plan Solutions

Third Party Administration (TPA) Services

What’s better than a leading
partner? A network of them.

Are you happy with your current recordkeeper? Don’t worry. We’re still here to help. As a Third Party Administrator (TPA), we’ve partnered with other top retirement plan providers to offer alternative service and support for our clients.

These strategic relationships allow us to offer seamlessly integrated and cost effective retirement plans that give us the ability to find the perfect solution for any business.
We’ve developed internal resources and systems to communicate and interface with other plan providers.
We work directly with your management team, plan advisor and the recordkeeper to ensure a singular experience—no matter how many companies you work with.
Our partners are:

  • Great-West Financial
  • John Hancock
  • Transamerica
  • American Funds
  • Principal Financial Group
Our Third Party Administration solutions include:

  • Custom plan design and compliance services 
  • Interactive third party administration 
  • Full integration and communication with plan providers for a seamless interface
  • Dedicated client service professionals assigned to your account
  • Multilingual Service Center to answer participant questions
  • Professionally credentialed administrators familiar with your plan
To learn more about our alliance plan administration services, contact us or call us at (800) 436-6689 today.