Showcasing Your Value as a TPA

We appreciate the opportunity to work with third-party administrators, whether you're exploring a partnership or are already part of our network. Check out our resources and services that can help you grow your business.

Recordkeeping Services Designed for TPAs

The Standard offers TPAs an innovative and flexible service model, so you can focus on the most important aspects of your firm’s value proposition.

Choose to Delegate or Take the Lead
See Our Services

We can 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 employer 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
Data Management That Saves You Time
See How We Keep Errors Out

We’re laser-focused on accuracy, so you can spend less time tracking down plan data from your clients. Our exclusive clean data technology keeps errors out of your plan data, and we include our tech solution in every plan we offer.

Committed to Serve You and Your Clients
See How We Work With You

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

Yes, We Do Small Retirement Plans

Why Partner With The Standard?

Add-On Administrative Services

Elite TPAs can give clients 3(16) fiduciary protection from The Standard. See how we can handle certain administrative duties.

TPA Loyalty Program

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


Need help? Check out our library of multimedia materials that can make your job easier.

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Ready to Move Your Business Forward?

Partner with us to deliver industry-leading service to your clients.