About Us

We are a CPA firm that has been doing plan adminstration and consulting for over 15 years. Our TPA services are full-range - internet/vru access for participants permitted. Through our related company - CPA Wealth Mangement Services, we also offer money managment using no load, high quality funds based on the sponsor needs. We are not affiliated with any propriety funds and therefore, have the ability to choose from thousands of funds. Our team also monitors those funds and makes a yealy evaluation of fund performance.