Tri-State Plan Administration, Inc
Third Party Administrators
Tri-State Plan Administration, Inc. (TPA) is an independent third party administrator of qualified retirement plans. We provide full-service quality administration of our clients’ retirement plans. Because we do not sell investment or insurance products, we can work with any investment product or professional of our clients’ choosing.
Qualified Retirement Plans
Founded in 1987, we have been advising and servicing employer sponsored retirement plans for over 22 years. Our client base ranges from smaller family-owned businesses to large corporations with thousands of employees. We service all types of qualified retirement plans, from 401(k) plans (including those with safe harbor contributions and Roth provisions), defined benefit pension plans, profit sharing plans, plans with cross-tested or age-weighted allocation formulas, to ESOPs, and more.
Retirement Plan Professionals
Our professional staff is comprised of Certified Public Accountants, MBAs, Certified Pension Plan Professionals with years of experience in the retirement plan administration field (ERPAs, QPAs, QKAs), and trained customer support staff. Our strength lies in working closely with our clients to design, implement and administer a customized retirement plan that meets their current and changing needs.
"Tri-State Plan consistently provides superior administration service for our 401k plan, as well as the retirement plans for many of our clients. We value their proactive input to keep our plan up to date and functioning in the best interest of our employees. They are a top notch, idea generating, and value oriented group of professionals. Simply put, they deliver!"
-Scott Grosser, CPA
- Scott Grosser PSC