Retirement Plan Implementation

Retirement Plan Implementation

Retirement Plan Implementation requires precise coordination and smooth execution. As the employer’s advisor and primary contact, we will ensure that all employer requirements are satisfied by the service provider. We are skilled in retirement plan implementation and use a standard process to ensure the implementation happens timely, and smoothly.

Services - Implementing Retirement Plans

• Review of the plan document
• Preparing an administrative service agreement
• Assisting the employer in communicating the Plan to the employees

"TPA has a great group to work with who provide exceptional service. Every aspect of our 401(k) plan is handled professional, promptly and with a friendly working relationship. TPA has exceeded our expectations and I would highly recommend them to be your plan administrator."

- Carol Burchfield
A & A Safety, Inc.