Third-Party Administrator Plans
Prefer to work with a third party administrator (TPA)? We understand each client has different needs. We can work with you to accommodate a diverse range of scenarios by remaining flexible.
Get the best of both worlds - a local administrator, combined with our legacy of expertise.
A variety of unbundled retirement solutions are available including:
- Defined Contribution plan services
- Defined Benefit plan services
- Employee Stock Ownership plan services
- Nonqualified plan services
Seamless experience between your TPA and our services
With our approach, your TPA provides administrative services such as:
- Plan document design
- Compliance testing
- Allocation preparation
- Government reporting
While The Principal and your financial professional provide additional services to you and your participants.