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| TPA Directory |
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| Employment |
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Client Relationship Consultant, Houston - Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions. Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes. Fax resume to Mike DiCenso at 630-735-2358.
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Client Relationship Consultant, Chicago,IL - Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions. Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes. Fax resume to Mike DiCenso at 630-735-2358.
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Client Relationship Consultant, Denver Colorado - Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions. Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes Fax resume to Mike DiCenso at 630-735-2358.
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Sales Consultant - Denver, Los Angeles or San Francisco - Create, identify, and pursue new business opportunities for non-qualified plans, executive compensation and estate planning products and services. Includes marketing activities for administration products and consulting services. Generate and initiate leads and client relationships. Fax resume to Mike DiCenso at 630-735-2358.
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External Participant Relationship Consultant - Ensure client and participant satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions. Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes. Fax resume to 630-735-2358.
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Qualified Plans Manager - Central Texas. Seeking Sr. level qualified plan professional to manage all aspects of business unit & ensure quality service is consistently provided to clients. Must be well versed in all defined contribution plan types & administration and have prior managerial experience.
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Client Relationship Consultant - Bay Area Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions. Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes. Assess and prioritize client needs in a timely manner. Identify and help clients to focus on their most critical needs.
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| Marketing Consulting |
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20 year Retirement Plan Marketing & Sales Veteran with MBA available. Unlock new Retirement Plan markets and revitalize tired ones, using proven methods that increase the return on your marketing investment and the value of your business. Expertise in both start-ups and established companies. 20-30 hours per month now available for external consulting projects.
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| Find TPAs, Advisors, Auditors |
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TPA Connection™ provides web exposure for TPAs looking to partner with more firms selling retirement plans. TPAs wishing to list their firms have the choice of a free Basic Listing or Premium Listing for a fee. Industry firms may also purchase tower or banner ads placed on five pages throughout the website.
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RPA Connection™ provides web exposure for retirement plan advisors (RPA) looking to develop more plan sponsor business. RPAs wishing to list their firms have the choice of a Firm Listing – Single Contact or Firm Listing – Multiple Contacts. Industry firms may also purchase tower or banner ads placed on five pages throughout the website.
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PPA Connection™ provides web exposure for pension & 401k plan auditors (PPA) looking to develop more plan sponsor engagements. PPAs wishing to list their firms have the choice of a National Listing or State-by-State Listing. Industry firms may also purchase tower or banner ads placed on five pages throughout the website.
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| Plan Sponsor Email Marketing |
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Reach Plan Sponsors with 50-1000 employees. To learn more about how to partner with the industry`s leading plan sponsor email marketing call Kevin Adams today at 305.667.3921
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| Plan Advisors |
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FIA is a completely independent RIA with over $7 Billion of assets and 18 employees. We work with plans ranging in size from $5 MM in assets to $500 MM. We sign off as fiduciary, do not accept commissions and provide full fee disclosure. We assist clients with Investment Policy Statements, Record Keeper Searches, Fund Searhes, DB asset allocation, and Performance Measurement Benchmarking.
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Bay Mutual - Our primary goal is for a "successful participant retirement" – meaning to provide the best retirement plan experience for all participants and plan fiduciaries. It is our intention and purpose to substantially reduce the administrative burden, monitor and guide the investment selections, provide education and communication with the participants, and provide fiduciary assistance.
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A nationwide investment management firm founded in 1981 by an ERISA attorney. FPI was one of the first RIAs in the nation providing managed accounts for participants. We`ve managed tens of thousands of particpant accounts at over 1000 plans. We have agreements with over 500 B/D and RIA firms and 200 TPAs to provide fee sharing to reps and TPAs. Working with open architecture and bundled providers.
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Colorado Based - Executive Benefits Solutions provides Closely-Held Businesses with retirement plans that are tax-efficient and affordable with the goal of providing maximum value for the OWNERS and EXECUTIVES of a business – so that you can pay yourself rather than paying the IRS!
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| TPA Firms Wanted to Purchase |
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Are you a TPA looking to SELL your business? A TX trust company providing TPA and custodial services to more than 3,000 plans and 60,000 participants nationwide wants to purchase your book of plan business.
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CASH BUYER! Independent firm with over 12 years of successful growth aggressively pursuing acquisition opportunities nationwide. We offer business owners a chance to explore transition of ownership, quickly for cash and seamlessly transition the business. Now is the optimal time to consider selling a privately held business with Capital Gains Tax rates expected to increase to over 20% in 2010.
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| Industry Resources |
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Conference Calender - Providing advisor tools for growth, The Center for Due Diligence has compiled a comprehensive list of conferences pertinent to retirement plan specialists. The benefits gained by attending these events can positively impact an advisor’s practice. To view the entire calendar of conferences, click on the following link:
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Industry Links - Advisors do not realize the breadth of resources available to help them grow their business. To improve advisor efficiency, The Center for Due Diligence has compiled an invaluable list of website links. Access this practice enhancing tool by clicking on the following link:
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| Plan Auditors |
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Salmon Sims Thomas provides audit services for defined contribution plans, including 401(k), 403(b), profit sharing and employee stock option plans, and welfare benefit plans. We are experienced in both limited-scope and full-scope audits. We have thorough knowledge of the additional disclosure requirements under the Employee Retirement Income Security Act of 1974 (“ERISA”).
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PBGH is a premiere Accounting and Business Advisory firm with roots in Northern and Central Virginia. Our Audit Team has extensive experience in auditing 401 (k) plans with and without matching and profit sharing, defined pension and welfare plans and much more! All professional staff receive Employee Benefit Plan Auditing training annually. Many attend the National EB Conferences.
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Sturgill, LLC (the Sturgill Group) is a full service accounting firm serving the MD, DC and Northern VA corridor with offices in McLean, VA (703.744.1016) and Elkridge, MD (410.799.7890). We specialize in Employee Benefit Plan auditing (including 401k plans, defined benefit plans, target benefit plans, money purchase plans, H&W plans, etc.), Form 5500 compliance and related consultation.
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MRPR Group is a well respected accounting firm that provides experienced, efficient, and cost effective audits for all types of employee benefit plans. We are a member of the AICPA`s Employee Benefit Plan Audit Quality Control Center and our audit team has an average of 18 years of experience auditing employee benefit plans.
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Since 1986 our firm has served businesses of all sizes by providing experienced, efficient and cost effective audits for all types of employee benefit plans. Our membership in the AICPA Employee Benefit Plan Audit Quality Center provides you with even further assurance that we adhere to the highest standards in performing quality employee benefit plan audits. Contact Gary Crouch at 949-261-1120.
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Calibre CPA Group’s professionals audit a broad spectrum of Taft-Hartley and ERISA funds, including defined benefit and defined contribution pension plans, retirement, health and welfare, 401(k)s, profit sharing plans, vacation plans, training funds, and more. Our firm is a member of the AICPA’s Employee Benefit Plan Audit Quality Center and the International Foundation of Employee Benefit Plans.
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| Technology & Software |
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Quick. Simple. Visual. Retirement education software. "A picture is worth 1000 words". "Show them" and they will understand better why they should save in the 401k. Used in group meetings and one-on-one meetings. Or, Buy a site license for all employees. This software will project out their contributions, matching and other factors and build a visual picture of how long their 401k will last.
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DON`T Waste Valuable Time - Save TIME and MONEY! eDATAGATE makes collection, scrubbing, validation and transmittal of data easier than ever! It takes payroll files of ANY format, scrubs the data and directly interfaces with ASC, Datair, Investlink, Relius and SRT. Help your clients with a simple means of preparing their payroll data so that it is complete and accurate! Call 800-862-3108.
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ASC RETIREMENT PLAN SOFTWARE, DOCUMENTS & EDUCATION FOR OVER 25 YEARS! Increase your efficiency and profitability through ASC software systems, documents and education. With ASCi plan documents you can easily create customized prototype/volume submitter plan documents, create complete amendment packages for all your clients at one time and more. Email sales@asc-net to learn more.
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EnterpriseROR™ by dailyVest is a performance reporting & personalization engine for generating professional and intuitive personal rate of return analytics within account access websites and statements. Used by over 5 million participants, EnterpriseROR™ integrates easily with recordkeeping systems-behind the firewall. Add-On`s include Statement-On-Demand, OFX Connectivity, Plan Sponsor Analytics.
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| Plan/Part. Communication |
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Care about plan success? We offer the industry’s best analysis & reports to answer the key 401(k) question, “Will I have enough money in retirement?” Focus on participant outcomes with this powerful diagnostic tool for improving plan utilization and effectiveness. Our reports are highly synergistic with existing sponsor reports which present plan data, but don’t analyze the plan from an outcomes perspective.
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| ERISA Law Firms |
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Foley & Lardner LLP counsels employers of all sizes, including public and private businesses, governments, and nonprofits. Our Employee Benefits and Executive Compensation attorneys assist with ERISA fiduciary concerns, Code Section 409A compliance, cash balance pensions, 401(k) plans, prototype compliance, equity compensation plans, HIPAA, COBRA, ESOPs, and pension terminations.
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| Consultants |
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Vendor RFP’s - Tech. Corrections - Vendor Fee Review - M & A Due Diligence We can help with Fiduciary compliance management related to your retirement plan. Our trained, credentialed & experienced staff will review your options & bring your plan into compliance. We provide help in all stages: early detection & correction to preparation for audits by governmental agencies.
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| Newsletters |
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Plan sponsor? Retirement professional? Need help? Hundreds of articles and sources of information to answer your questions. News, trends, tips, tools, opinion, analysis, and more. "Your 401k portal to the web." (tm)
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| Gold Medal TPA Directory |
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CMC PENSION SERVICES, INC. 3690 ORANGE PLACE, SUITE 575 BEACHWOOD, OH 44122 Telephone: (216)595-2300 FAX: (216)595-2313 Email: CMCPENSION@CS.COM Full Service Third Party Administrative Firm providing Administrative and Record Keeping Services, consulting and document preparation for Defined Benefit and Defined Contribution Plans. on a fee for services basis.
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National non-producing TPA firm in TX with 20+ yrs exp, Sterling Trust Co provides admin, RK and cust svcs for 401k, Solo k, 403b, PSP, DB and IRAs. Over 55,000 clients nationwide with $4 bil in assets. Small plan market specialist offering competitive fees, complete investment flexibility-we credit all RS fees collected to plan! Approved with major plan providers and in-house bundled solutions.
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Offering complete DC retirement plan recordkeeping and administative solutions, including consulting, plan design, documents, compliance testing and reporting. Plan sponsor and participant web, VRS, and call center services delivered through state-of-the-art technologies. Multiple trade platform options. Investment due diligence supports available. www.EPIC1st.com.
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RSM McGladrey provides accounting, tax and business consulting for companies on the move. Our retirement plan specialists provide unique, customized answers for you and your clients. As a national TPA, we provide access to a large team of consultants who can help you think outside the 401(k) box. To learn more about how we can support your growing retirement plan practice, use the link below.
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Alliance Benefit Group’s commitment to service is cited time after time by clients as one of the company’s strongest assets – clients who recognize the expertise and high performance standards set by Alliance Benefit Group’s Affiliates. These clients understand investment performance is only one criterion for building a successful 401(k) program.
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FM International Services (NY), Ltd., (FMi) provides pension administration services that focus on customized benefit plan design, flexible investment options, and the ability to use a single provider for all pension administration. We offer businesses of all sizes the opportunity to create their ideal retirement plan(s) with the conversion, set-up, and ongoing plan administration.
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PFS was started in 1981 and has continuously served our clients throughout the Souteastern U.S. PFS "target" client is typically 50-500 employees - we would with smaller clients and larger clients. We offer a full range of consulting services, proposal services, administration services and compliance services.
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A local pension consullting and administration firm specializing in custom plan designs for the small employer. We work with many of the recordkeeping programs from the major 401(k) providers such as Nationwide, American Funds, Oppenheimer, Hartford, ING, JHancock, etc. Our designs include New Comparability, 401(k), Defined Benefit and Cash Balance Plans. We represent clients before the IRS & DOL.
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ASK KIDDER for answers to your qualified plan questions. Kidder Benefits Consultants works closely with employers, professionals and their financial advisors to develop innovative, compliant and personalized retirement solutions. We are experts in plan design and administration, currently serving more than 1,000 plans with nearly $1 billion in assets. Offices in AZ, IA, MN, NM, & NE.
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DailyAccess is an industry-leading retirement plan services company that enables plan sponsors, financial advisors and TPAs to offer the most effective retirement plan available to their participants. We offer automated recordkeeping services and a true “open architecture” platform with over 10,000 funds that keep advisors competitive in the retirement marketplace.
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