TPA Directory

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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