The journey of the company, originating from the E.S. Beveridge family of companies, is a remarkable tale of growth and adaptation. Starting in 1950 with a focus on life insurance, the firm recognized the evolving needs of its clients and expanded into pension plans and other employee benefits over the next few decades. The late 1980s marked a significant turn with the establishment of a third-party administration firm dedicated to managing 401k plans, reflecting a deepening commitment to retirement services.
As the 1990s unfolded, the company not only solidified its presence in the 401k administration sector but also extended its services to outside advisor plans, showcasing its ability to scale and collaborate. The pivotal moment came in 2012 when the company, staying ahead of the curve, identified the necessity for a more adaptable 401k record-keeping solution. This foresight led to the expansion of in-house record-keeping services, ensuring that clients received comprehensive and flexible 401k plan management tailored to their evolving needs. The company's story is one of continuous innovation, client-centric evolution, and strategic growth, setting a robust foundation for future endeavors in the financial services industry.
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111 Park Ave E, PO Box 636, Mansfield, OH 44901
customerservice@protpa.com
(567) 247-7639
