• 228, Spring Rd, Suite 1, Malvern PA 19355
  • Free Consult888.398.7206
  • Mon - Fri: 8:00AM - 6:00PM

401(k) Plans Made Easy

Our idea is to bring the best practices of institutional retirement consulting to small and mid-sized organizations.

401(k) Plans Made Easy

Our focus is to translate our proficiency and experience into actionable insights for our clients..

401(k) Plans Made Easy

Through our expertise, our clients achieve their desired retirement goals.

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Founded in 2016

Our idea was to bring the best practices of institutional retirement consulting to small and mid-sized organizations. As a boutique retirement plan consulting and administration firm, our focus is to translate our proficiency and experience into actionable insights for our clients. Through our expertise, our clients are able to achieve their desired retirement goals.

25 +

Years Of Experience

35 +

Advisor Teams Supported

300 +

Retirement Plan Clients

4000 +

Retirement Plan Participants

$ 100 MM+

Assets Under Management

401(k) and Defined Benefit Plan Administrative Services

Our core administrative services provide three core functions: administrative record keeping duties, reporting and disclosure task and distribution and loan support.

ADMINISTRATIVE RECORD-KEEPING TASKS
  • Review the census at year end and confirm all plan entrants
  • Calculate year-end employer contributions
    • Read More
PLAN DOCUMENT, REPORTING AND DISCLOSURE TASKS
  • Provide Adoption Agreement, Plan Document and IRS Approval Letter along with supporting forms and documentation
    • Read More
DISTRIBUTIONS AND LOANS
  • Calculation of vested employer benefits
  • Calculation of plan distributions including Required Minimum Distributions
  • Calculation of loan amounts including amortization schedules
    • Read More

What our Clients Say About EZTPA

The greatest compliment we receive are the testimonials from our clients.

I’ve been in the industry for over 25 years and EZTPA has been a great partner to myself and the advisors I work. I’ve consistently recommended EZTPA and they’ve always delivered

Matt
Industry Wholesaler
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We were referred to EZTPA by our recordkeeper. After interviewing 3 other TPA’s we switched to EZTPA as they made us feel important and took the time to really understand our needs.

Michele
401(k) Client
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We’ve moved our book of 401(k) plans to EZTPA over the past several years. They have helped us grow our practice and they take amazing care of our clients.

David
Financial Advisor
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I’ve known the founder for over 20 years and when he asked to trust us with ours client we did; and we’ve been very satisfied with that leap of faith.

Ryan
Financial Advisor
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We recently became an EZTPA client. We previously had everything done by the 401(k) recordkeeper. After bringing EZTPA on board they made operating the 401(k) so much easier for us. I highly recommend them.

Robert
401(k) Client
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When we went looking for a new 401k administrator, we knew we needed someone who could simplify the process and help our organization streamline the compliance. Adam and EZTPA allowed us to do this. He takes the time to discuss our goals and expectations while explaining the process in terms that any armature can grasp. I would highly recommended EZTPA for any business that requires their services..

Hunter Emory
EZTPA 401(k) Client
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Commonly Asked Questions

Employers can setup their company 401(k) plan no later than December 31st of any calendar year.
If you want to setup a safe harbor matching 401(k) plan in the current year, you will want to do so no later than August 31st.
If you want to setup a safe harbor non-elective 401(k) plan you have until November 30th of any calendar year.

Under our plan document, employees can do a combination of pre-tax and Roth (after-tax) contributions to their 401(k) plan not to exceed the 402(g) limit in any given year. These amounts may be adjusted annually by the IRS.

Through our 401(k) partners, employers can give their employees a broad range of investments to choose from including mutual funds, brokerage accounts, and managed account programs. As the investment fiduciary, we recommend employers work with their financial advisors to choose an investments menu suitable for their employees level of investment sophistication.

We always welcome the opportunity to speak with employers. You can complete and submit the Request a Call Back online form. In the comment section, please let us know a time for us to reach out to you and the best method of communication. In addition, under Plans at the top of the page, you can download our brochures to learn more about our services and pricing.

Request a call back.

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