4545 E. Southern Ave., Suite 108, Mesa, AZ 85206, US
We are a professional third-party administrator (TPA) specializing in employer-sponsored, tax-qualified retirement plans for small to mid-sized businesses.
At the heart of our business is a commitment to genuine, old fashioned customer service. We believe that effective plan administration starts with real relationships and a deep understanding of each client's unique goals.
We provide expert TPA services for a wide range of retirement plans, including:
Traditional 401(k), Safe Harbor 401(k), Profit Sharing, and Money Purchase
Traditional Defined Benefit and Cash Balance
Custom solutions that blend both plan types to optimize benefits
We collaborate closely with business owners, CPAs, and financial advisors to design retirement plans that align with each company's financial landscape and long-term objectives. No two businesses are alike, and we take pride in tailoring every plan to suit the specific needs of the organization.
Once a plan is in place, we handle the ongoing administration to ensure full compliance with all regulatory requirements. Our services include:
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