As an independent, service-focused retirement administration firm, we play a crucial role in helping you navigate the complexities of retirement planning.

Yes, we make transferring your existing retirement plan to ProTPA a seamless process. We understand that transitioning your retirement plan administration may seem daunting, but with ProTPA, you can trust that your plan will be in expert hands.

We work with great partners who can help with ERISA section 3(16) responsibilities.

We service Defined Contribution Plans including Pre-tax and Roth Deferral, Safe Harbor Match, Safe Harbor Non-Elective, Profit Sharing, and Discretionary Match. ProTPA is proud to provide retirement plan services to companies of all sizes.

Absolutely, we offer comprehensive support through both 3(38) and 3(21) fiduciary services, providing you with peace of mind and ensuring compliance with regulatory requirements. Our team of experts is equipped to handle the complexities of fiduciary duties, whether you're looking for full discretion and accountability under 3(38) or seeking guidance and assistance with decision-making as outlined in 3(21).

Yes, all ProTPA consultants are ASPPA credentialed, ensuring that you receive expert guidance and support from professionals who have undergone rigorous training and maintain the highest standards of expertise in retirement plan administration. ASPPA (American Society of Pension Professionals & Actuaries) credentials demonstrate our consultants' dedication to staying abreast of industry best practicies, regulatory changes, and emerging trends in retirement planning.

Simply reach out to us to schedule a consultation with one of our pros. We'll take the time to understand your business needs, answer any questions you may have, and outline the next steps tailored to your specific situation. We'll work closely with you to create a customized plan of action that aligns with your goals and objectives.