OUR SERVICES

Benefit Administration is an independent Third Party Administration firm that consults with you and your company’s investment professional to determine which type of qualified retirement plan is the best for you and your employees. Once your benefits package is established, we administer your plan with comprehensive services and expertly trained and certified staff.

Choice of Plan Types

Working closely with your investment advisor, our custom approach to designing your benefits plan draws from a full range of plan types and investment companies. This flexibility and expertise allows us to incorporate the best choices for your company and employee needs. Our plans include:

  • 401(k) Plans (including Safe Harbor, Roth, Solo, and Simple)
  • Profit Sharing Plans
  • Cross-Tested/New Comparability Plans
  • Money Purchase Pension Plans
  • Cash Balance Plans
  • Open Architecture Plans
  • 403(b) Plans
  • Defined Benefit Pension Plans
  • Comprehensive Services

In addition to initial consulting and administration services, you can enjoy the time saving and cost saving benefits of the many related services we provide:

  • Eligibility Tracking
  • IRS and DOL Forms and Preparation
  • Mergers and Acquisitions
  • Personalized Benefit Statements
  • Personalized Enrollment Statements
  • Professional Consultation
  • Plan Design
  • Plan Documents
  • Plan Installation
  • Plan Termination

Focused Approach

We do not sell any investment products. As an independent consulting and administration resource, our focus is on what is right for your company. The advantage of our approach is based on practical experience and our certified expertise.