Unbundling, the act of separating investing from recordkeeping and administration, is one of the best strategies a company can employ to structure a customized and cost-efficient retirement plan. We’ve helped small to mid-size companies in the greater Baltimore/Washington area do so for over 20 years.
TPAs provide critical subject-matter expertise, including mastery of current IRS and DOL rules and regulations; compliance testing and regulatory filings; ERISA consulting; fiduciary responsibility; and plan design evaluation.
By choosing to unbundle a retirement plan from its record keeper, both employers and advisors are also mitigating possible problems down the road related to compliance and administration. In addition, our staff seek additional avenues to increase tax deductions.
Our experts bring a combined 90+ years of experience, knowledge, and expertise to an ever changing regulatory environment. From choosing a record-keeper to filing your IRS forms, our innovative solutions help clients save, and satisfy long-term company objectives.
Q&A with a TPASign up for answers to the most pressing retirement and compliance questions.