Peace of Mind
With ever-changing government regulations and a long list of responsibilities to keep plans in compliance, the administration of a retirement plan can seem overwhelming. At TPA, Inc. dealing with this complexity is our sweet spot. It is our job to know about all changes - both regulatory and within your business. We strive to ask good questions upfront and offer you sound advice if, and when your plan needs to shift to meet these changes.
Your dedicated TPA, Inc. team wants to provide you with timely and accurate service. To achieve that goal annually, TPA, Inc. will collect all information including the plan census, payroll, and investment data enabling us to prepare your annual plan tax filings, as well as any required compliance testing.
Our proactive approach works to minimize filing extensions and give you peace of mind that your plan is meeting all deadlines with accurate information. We do this, not only because it is our business to help keep your plan in compliance, but we want to erase any worry, so you are able to focus on your business.