Expert TPA Solutions

Focusing on What is Right for Your Business.

The TPA, Inc. team are specialists in the administration of Defined Contribution (DC) Retirement Plans. We are focused on our strengths: custom plan design and plan administration.

Because we specialize in DC plans and are an independent Third Party Administrator (TPA), we can give unbiased plan advice without the client worrying that we are directing them towards a particular investment product or platform.

Also, our focus allows us to keep your best interest in mind. If we think a DC plan is not right for your business, we won’t hesitate to recommend an expert provider that can help you explore alternate retirement plan options – such as a SIMPLE, SEP or Defined Benefit plan.

TPA, Inc. is focused on doing what is right for you and your business.

Guiding your Business

TPA, Inc. has a proven process that will guide you from the moment you sign on to work with us. We listen first and advise second.

We employ steps that other TPAs may not, including:

• Providing multiple customized illustrations to help arrive at the best plan design solution.
• Reconciling contributions by source and participant with what is reported to us on the annual census versus what was deposited with the investment company.
• Offering expert consulting to ensure, your retirement plan changes as your business changes.
• Employing independent checks and balances to ensure all calculations and company data are accurate and up to date.

Expert Customer Service for Every Plan

Our People are Your Strength has been Third Party Administrators’ guiding principle since being founded in 1994. We take customer service seriously and want everyone that works with us to recognize we don’t just say it, but we truly follow through.

All staff members are highly trained and are required to obtain or be working towards their Accredited Pension Administrator (APA) professional designation offered through the National Institute of Pension Administrators (NIPA). The depth of our experience translates to smooth and efficient handling of everything from plan design and installation to processing routine plan transactions and consulting.

Each business that works with us is assigned a dedicated Plan Administrator as its key contact. Your TPA, Inc. contact will lead a team and answer all questions you might have. Your team will strive to not only be an approachable resource but also to proactively guide your plan to meet deadlines and also stay on the right side of compliance.

Keeping Your Business, Your Business

Third Party Administrators, Inc. cares about the security of your employees’ and company’s information. With our “new normal” requiring U.S. workers to transmit financial information using the internet, it is an unfortunate reality that our Personal Identifiable Information (PII) is increasingly vulnerable to fraud.

With over $6.7 trillion dollars in total assets invested in U.S. based Defined Contribution plans, the target is too large for fraudsters to ignore.

At TPA, Inc., we know that the security of our clients’ PII must be our highest priority. As a subsidiary of a bank, TPA, Inc. follows stringent bank regulatory rules for transmitting PII, and thus TPA, Inc. clients benefit from these security measures.