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Introducing Our Premier 401(k) Plan Administration Services!
 

Are you seeking expert guidance and seamless management for your company’s 401(k) plan? Look no further! At [Your Company Name], we’re dedicated to simplifying the complexities of 401(k) plan administration, ensuring your employees’ financial futures are in the best hands.

Here’s why entrusting us with your 401(k) plan administration is a smart choice:

 

  • Tailored Solutions: We understand that every company is unique. That’s why we offer customized solutions designed to meet your specific needs, whether you’re a small startup or a large corporation.
  • Compliance Expertise: Navigating the ever-changing landscape of retirement plan regulations can be daunting. Our team of compliance experts stays up-to-date with the latest laws and regulations to ensure your plan remains fully compliant.
  • Employee Education: We believe that informed employees make smarter financial decisions. That’s why we offer comprehensive educational resources to help your team understand their 401(k) benefits and make the most of them.

Why Choose Us?

    • Streamlined Administration: Say goodbye to administrative headaches! We handle all aspects of plan administration, from enrollment to recordkeeping, with precision and efficiency, freeing up your time to focus on what matters most—growing your business.
    • Investment Flexibility: With a wide range of investment options, including mutual funds, ETFs, and more, we empower your employees to build portfolios that align with their financial goals and risk tolerance.
    • Responsive Support: Have questions or need assistance? Our dedicated team of support specialists is here to help. We pride ourselves on providing prompt, friendly assistance to both employers and employees alike.

 

Join the many satisfied businesses who have chosen TPACore as their trusted 401(k) plan administrator. Let us handle the complexities so you can focus on what you do best—running your business. Contact us today to learn more about our services and how we can help you achieve your retirement plan goals!

 

 

What We Do

TPACore Ltd. is an independent 401(k) TPA consulting firm that provides expert advice and local support to create customized 401(k) plan solutions for small- to medium-sized growing businesses. We carefully manage growth to ensure we continue delivering superior customer service and long-lasting 401(k) plan solutions.

 

Plan Design & Implementation
We offer comprehensive design, documentation, and implementation services for 401(k) Defined Contribution and Defined Benefit plans. Our services are tailored to meet your retirement plan objectives and comply with IRS/DOL guidelines and regulations. 

Employee Communication
We provide customized initial enrollment materials and ongoing communication and education resources to keep employees informed and engaged.

 

Financial Wellness
We help plan sponsors design programs that enhance plan participants’ financial behaviors, preparing them better for retirement.

 

Plan Accounting
Our team of experienced professionals specializes in designing and managing accounting processes tailored to meet your unique needs. We provide you with flexible options, ensuring you can choose the solutions that work best for you. Our commitment to applying rigorous controls guarantees the highest level of accuracy in all our work.

Nonqualified Plan Administration

Our flexibility and expertise allow us to support a diverse range of nonqualified plan designs, accounting procedures, and tax requirements. We work with both unfunded and funded plans, ensuring comprehensive administration tailored to your specific needs.

Audit Support

We understand the information requirements of a plan’s independent auditors. By collaborating with them, we help ensure they complete their assignments quickly and efficiently, minimizing the involvement of the plan sponsor.

 

Compliance Services

We have a deep understanding of the rules and tests that apply to plans, including annual deferral limits, compensation limits, nondiscrimination testing, maximum annual additions, top-heavy status, loan limits, and more. Our team collaborates with you to ensure full compliance with Internal Revenue Service and Department of Labor regulations.

 

Defined Contribution Recordkeeping
Our state-of-the-art recordkeeping technology ensures accurate and timely information for plan participants, covering recordkeeping and administration for defined contribution plans, daily valuation 401(k) plans, and profit-sharing plans.

 

Plan Compliance Testing & Reporting
We offer complete IRS compliance testing services and prepare all required government forms, including IRS Form 5500 and related schedules.

 

Consulting Services
Our consulting services include plan design studies, IRS/DOL audit assistance, Qualified Domestic Relations Order support, and guidance on issues related to mergers and acquisitions.

Interactive Communication Services

We offer custom web applications to bring you and participants closer to plan information. Additionally, we provide custom interactive voice applications accessible via toll-free telephone, ensuring seamless and efficient communication.

 

Self-Directed Brokerage Accounts

We bring extensive experience in managing the accounting for self-directed brokerage accounts within the framework of qualified plans.