TPA Third Party Administration

We offer a comprehensive suite of Actuarial services in the areas of Pensions, Life, Property & Casualty and Healthcare. We leverage our proven Actuarial center of excellence to reduce the cost per valuation, augment the actuarial and modeling capabilities, improve turnaround time, streamline valuation methodologies and help deliver error-free valuations. Our teams of experts have a unique combination of Actuarial skills and strong operational skills.

By the nature of its business, Retirement Plan Administration is time and people intensive. The timeliness of certain critical processes, such as Form 5500, Compliance Testing, Trust Accounting, Census Gathering, Loan/Distributions, Daily Valuation and many other important Retirement Administrative tasks, pose immense challenges to TPAs and Plan Providers.

We work with clients to streamline their operations by removing the time consuming processes of Plan Administration and allowing Plan Administrators the time to focus on their clients and provide a higher touch service.

Our step-by-step process allows your company to see immediate results and build a comfort level with the concept of outsourcing. Our experienced, highly educated and motivated professionals will save you 30-50% in operational costs. Every Owner has his own vision on how his company should be. That's why we offer the flexibility, resources, and knowledge to allow you to do just that.

 

Back Office Advantages

• Accelerate your Administration needs
• Save money
• Concentrate on your core business
• Intelligent and highly trained Retirement Plan Administrators
• Quick problem resolution

Retirement Strategies

Using the depth and diversification of our financial services, we utilize our broker dealer, insurance, and retirement practices to help business owners successfully retire. We have helped large and small employers with tax-qualified retirement plan design, implementation and administration. Working with nationally known investment and insurance firms, we tailor retirement plans to meet each client's objectives and goals. Personal attention is integral to our process, beginning with information gathering. Based on what we learn, we work with our client and their other advisors to develop objectives and create a plan that is responsive to their unique situation.

We not only design and implement retirement plans but we also help HNW individual exit qualified plans. Retirement plans are an excellent way to grow assets tax free but retirement plans are a very poor vehicle to leave assets in your estate. With estate and income tax, assets left in an estate will return 33 cents of every dollar. Therefore, we advised our clients on how to protect their assets in the most tax efficient manner.

We always consider the overall client situation so retirement planning and estate planning achieve the optimal tax efficiency and accomplish wealth transfer to heirs and charities.