Our idea is to bring the best practices of institutional retirement consulting to small and mid-sized organizations.
Our focus is to translate our proficiency and experience into actionable insights for our clients..
Through our expertise, our clients achieve their desired retirement goals.
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
Advisor Teams Supported
Retirement Plan Clients
Retirement Plan Participants
Assets Under Management
Our core administrative services provide three core functions: administrative record keeping duties, reporting and disclosure task and distribution and loan support.
Adam has more than 25 years of retirement and investment industry experience. Prior to launching EZTPA, Adam held institutional sales roles for several prominent investment banks and global insurance companies. In 1997, Adam received his Bachelor of Science in Finance from the Bartley Business School at Villanova University. In 2003, Adam received his accreditation as a Certified Financial Planner (CFP ® ). In 2011, Adam received his Master of Business Administration in International Economics from the Gabelli Business School at Fordham University.Request a Quote
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
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.
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.
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.
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..