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TPA Services

Showcasing Your Value as a TPA

As a third party administrator, you need time to focus on growing your business. Whether you're exploring a partnership or are already part of our network, see how our resources and services can help.

Recordkeeping Services Designed for TPAs

We offer TPAs an innovative and flexible service model. You can choose to focus on what’s important for showing your firm’s value.

Choose to Delegate or Take the Lead

Let us take care of these administrative services or just provide support if you prefer to keep the lead: 

  • Assist with gathering data for new clients 
  • Notify participants when they’re eligible for a plan  
  • Work with employers and participants to help process distributions and loans 
  • Review and approve loans, distributions, hardship withdrawals and QDROs 
  • Distribute small account balances to terminated participants 
  • Facilitate required minimum distributions 
  • Distribute certain participant notices 
Spend Less Time Tracking Down Data

Our clean data technology keeps errors out of a plan in the first place. We focus on plan accuracy, so you don’t have to. And we include our data technology solution in every plan we offer. 

Learn More About Our Clean Data Solution

Count on Dedicated Service

Client service and quality is our priority, for plans of all sizes. When your clients transition to our platform, they can expect to work closely with a plan implementation manager for a smooth and timely experience. We also provide a dedicated TPA service team for support and strategic insights.

More Reasons to Partner With Us

Your partnership is important to us. As our relationship grows, we’d like to offer exclusive benefits to you and your practice.

Yes, We Do Small Retirement Plans

We have a solution for your small-plan clients. Explore Accelerate, a competitive solution for plans up to $2 million in assets.  

Let’s Work Together

Partner with us to deliver award-winning service to your clients.
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