Certified Public Accountants

Our job is to make the retirement plan work its best.

A good retirement TPA makes sense


The Tax Game

Proper accounting is an art form since there are many options to consider in pursuit of a goal. The retirement plan can be a very useful part of your strategy and we’re here to help:

  • Partner with you to add value to your client
  • Illustrate maximum and minimum funding
  • Regular communication
  • Accrual-basis accounting and thorough trust reconciliation


Know the Rules

CPAs understand better than most that you have to know the rules to play the game. A good 401(k) administrator uses the regulations to recognize opportunity:

  • Review a client’s existing plan for effectiveness
  • Make the plan work for the company
  • If a plan doesn’t fit, make it free for the sponsor


Plan Audits

Auditing 401(k) plans requires a lot of skill and defined procedure. If you can’t depend on the TPA to produce good work, your job is much tougher. We’re the retirement TPA who:

  • Can answer specific questions about our results
  • Is regularly referred business by plan auditors
  • Provides comprehensive reporting, often to your specification