We take on the recordkeeping and TPA responsibilities so you can focus on what you do best: growing relationships, selling your retirement product, and expanding your business.
Operate under your brand while we handle all the plan-level work behind the scenes — clean, compliant, invisible.
Our specialists manage eligibility, allocations, testing, and compliance — so you don’t need in-house staff.
Whether you manage 2 plans or 500, our system scales effortlessly so you can focus on distribution, not data.
Unlike large providers, we move quickly, communicate directly, and adapt to your model instead of forcing you into ours.
You and your clients get direct access to the people doing the work—no ticket systems or hold music.
From plan setup to annual testing, we deliver results in days, not months.
We connect seamlessly with major custodians, payroll providers, and data systems—so your workflow stays smooth.
We handle plan transfers, data mapping, and onboarding so your clients experience a seamless transition.
Full-service compliance testing, 5500 preparation, and distribution management—handled in-house.
A modern, mobile-friendly participant portal for balances, transactions, and elections.
Real-time employer access for contributions, employee data, and compliance documentation.
We guide sponsors through plan design changes, discretionary amendments, and optimization opportunities.
We'll handle all the money movement logistics so you can focus on your clients.