Experts in Retirement Plan Design, Administration & Consulting
Professionals you can rely on.
What is a TPA?
TPA stands for Third Party Administrator. The Retirement Group, LLC specializes in the design and administration of qualified retirement plans, such as Profit Sharing, 401(k), and Cash Balance Defined Benefit Plans. Due to the complexity of the regulations that govern these Plans not to mention the severe penalties that may arise in the event that something is missed or incorrect, it is in a business owner's best interest to have someone who is an expert in their corner.
If I already have a retirement plan for my business, can I get a "second opinion"?
Absolutely! We will need information from you to do this, but the only way to know if there are better options out there is to ask. In the past few years there has been a great emphasis on "fee disclosure", but we find this hasn't made it any easier for the typical business owner to tell if they are over-paying.
How much can I expect to pay for this service?
There is no "one size fits all". It depends on the size of the Plan and the complexity of the design and administration. We will give you a complete outline of our recommendations and the associated costs before you make a decision. Our goal is to provide you with excellent service at an affordable cost.