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401khelpcenter.com's TPA Directory

401khelpcenter.com in partnership with PensionOnline provides this TPA Directory as a free service. You can search this database to optimize your choice of TPA for plan design or implementation. It is our goal to enhance the sales process for advisors, sponsors and providers by supplying up-to-date and relevant information regarding the defined contribution industry. We will continue to update this reference information as our database grows. We provide this directory as a resource only and is not rating or ranking the TPAs in this directory.

Find a TPA - Quick Search
 
  Know the TPA or Firm Name?
 
 


Sells 401(k) Plans
Does not sell 401(k) Plans

Offers an Open Platform/Menu of Funds/Fund Families
Offers a Closed Platform/Menu of Funds/Fund Families
An open platform is one in which the provider (usually a TPA) provides the recordkeeping
and plan administration services and offers an open menu or platform of funds with few,
if any restrictions on available funds. A closed platform TPA offers a single fund family or
several fund families, but is restricted to a subset of funds that they administer.


  Actuarial Services
Daily Valuation
Balance Forward
Administer DB Plans
Administer Profit Sharing Plans
Administer Cross Tested Plans
Administer Money Purchase Plans
Individual Brokerage Account

  Compliance Services
Plan Design
Voice Response
Service 403(b) Plans
Service 457 Plans
Solo(k)
Supports Roth 401(k)
Web-Based Services
 
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