TPA Services

Our commitment to excellence, superior customer service, and personal attention are the reasons behind both our consistently growing list of satisfied clients and our high client retention rate. As a full-service third-party administration and consulting firm, when partnering with RetireWell Administrators, you ensure that, to the greatest extent possible, your needs, as well as the needs of your employees, will be completely satisfied. In addition to offering a complete array of annual recurring retirement plan services, RetireWell Administrators also provides assistance in analyzing and restructuring existing plans.

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RetireWell Administrators services a full range of retirement plans:

RetireWell retirement plans
  • 401(k) Plans
  • New Comparability/Cross-Tested
  • Profit-Sharing Plans
  • Traditional and Integrated
  • Age-Weighted
  • 403(b) Plans
  • Traditional Defined Benefit Plans
  • Cash Balance Plans
  • Defined Contribution and Defined Benefit Combination Plans
  • Multiple Employer Plans
  • Government and Church Plans
  • Davis-Bacon or Prevailing Wage Plans
  • Money Purchase Plans
  • Non-Qualified Deferred Compensation Plans (Including 457 Plans)

RetireWell Administrators' core administrative services:

  • Data Collection and Verification
  • Employee Statements and Communication
  • Compliance Testing
  • EFAST Liaison Service
  • Determination of Plan Contributions
  • Plan Distributions
  • Valuation Reports
  • Plan Terminations
  • Summary Annual Reports
  • Required Government Filings (e.g., Form 5500)
  • Benefit Determinations for Terminated Participants
  • Access to the RetireWell Administrators’ Client Portal, our Secure Website for Submitting Plan Data and Viewing Plan-Related Documents and Information

RetireWell Administrators’ Document Services:

  • Plan Documents
  • Summary Plan Descriptions (“SPDs”)
  • Summaries of Material Modifications (“SMMs”)
  • Resolutions
  • Plan Amendments
  • Required Participant Notices

RetireWell Administrators' Consulting Services:

  • Plan Design Illustrations
  • Performing ERISA Fiduciary Due Diligence Reviews
  • Assistance in Responding to IRS, DOL, or PBGC Inquiries, Questionnaires, and Surveys
  • Drafting Plan Amendments, Terminations, Mergers, and Spin-Offs
  • Assisting with IRS and DOL Audits
  • Audit Support Services
  • Consulting for Failed and Narrowly Passed Compliance Testing
  • Assisting with Plan Design Changes
  • Conducting Special Plan or Participant Benefit Studies or Projections
  • Rehabilitating Non-Compliant (“Dirty”) Plans