Third Party Administrator

About Us

We partner with Advisory Firms and Third Party Administrators from across the country, helping them to serve their clients by acting as:

  • Recordkeeper
  • TPA Partner
  • Advisor Partner
  • Independent Fiduciary

What We Offer

Features

  • Low Cost Platform
  • Daily Recordkeeping
  • 24/7 Online Account Information for Participants, Plan Sponsors and Advisors
  • Rapid Posting of all Participant Contributions and Transactions
  • Co-Branded Proposals
  • Detailed Plan Reports
  • Full Fee Disclosure
  • Elite Customer Service Team
  • A True Open-Architecture, Conflict-Free Platform of Over 25,000 Funds to Choose From
Request to Become a Partner

Resource Center

Enrollment Assistance
Participant Forms
Account Access