Professionals working with TPA

Professionals Working with Third Party Administrators (TPA)

Compliance & communication are the keys to make your clients comfortable. 

As an accounting or investment professional, you are involved in many aspect of your client’s business.  You are concerned that you client has the right kind of retirement plan, specifically designed to suit his or her objectives.  You also want to be sure that any employer contributions are allocated in effective manner.

At ACG Associates, we recognize that we are part of a team that includes you, the accounting professional, working together to make sure the retirement plan works as efficiently as possible.  Our staff of 8 includes 7 technicians who have years of experience administering defined contribution plans, including 401 (k) and New Comparability profit sharing plans.  With nearly 600 clients, we have experience with all types of industries and situations, and we put this wealth of experience to work every day.

Why work with a Third Party Administrator (TPA)?

The ever-changing retirement plan area give rise to many new opportunities for your clients to design a plan that best meets their unique objectives.  There are also more and more land mines that they can step on, if they’re not careful.  At ACG Associates, our people are the key to our value added.  Each of our technical staff has at least 10 years of experience administering plans, with an average of over 8 with the company.  Why is that important?  We know how to identify and solve problems before they get out of hand and we know how to modify a plan when it makes sense to do so.

We are capable of running any type of retirement plan, and our in-house actuarial staff also specializes in Cash Balance and Defined Benefits plan design.  These types of plans may not be suited for all employers, but they can work very well for your client in the right situation.  We can help you determine if you client is a good candidate for one of these plans.

Designing and administering retirement plans is all we’ve done since 1981.