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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.
Years Of Experience
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Advisor Teams Supported
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Retirement Plan Clients
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Retirement Plan Participants
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Assets Under Management
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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
PLAN DOCUMENT, REPORTING AND DISCLOSURE TASKS
DISTRIBUTIONS AND LOANS
What our Clients Say About EZTPA
The greatest compliment we receive are the testimonials from our clients.
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.
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.
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.
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