As a business owner, wouldn’t it be nice to have a TPA/Partner that will manage the ins and outs of your retirement plan so you can focus on running your company: profitability, staffing, customer service, marketing and sales. So how do you do that?
1. What administrative burden will you take off our plate?
Managing a plan adds another layer of administrative responsibility to you or someone on your staff. Everyday details like finding the right form, signing paperwork, employee questions, hires/fires, can be distracting and drive you crazy. You need a partner equipped to keep you on track.
Since 2001, Strategic Pension Services, LLC has been helping plan sponsors eliminate the administrative frustration associated with their retirement plan. Our team handles:
- Technical Questions
- Compliance Review
- Day to Day Operational Questions
- Plan Administration
- Eligibility Determination
Once you see how our team can lessen the administrative burden, you’ll be glad you partnered with us to manage your company’s retirement plan.
2. What is your process to keep our plan on track as the business grows?
As your business grows, your retirement plan needs will change. Not all TPA partners have the systems and processes in place to proactively monitor your plan.
The Strategic Pension Services, LLC process continues to monitor your plan and makes suggestions to ensure the plan remains the best fit for your business and employees.
3. How can you help our company manage our fiduciary responsibilities?
Strategic Pension Services, LLC will track all the compliance and legislative details for your plan, including DOL and IRS regulations. Should your plan be audited, Strategic Pension Services, LLC steps in to provide the required documents and handles the audit for you. Enjoy peace of mind knowing you have a team of professionals behind you.
- Annual Participant Notices
- Sign-off: Loans, Distribution
If this information was helpful, we should talk. Let’s discuss your specific goals and needs.