Third-Party Administrator (TPA)

Retirement Plan Third-Party Administrator

Are you worried about keeping up with your Employee Benefit Plans? Retirement plans are a highly technical field and keeping up with industry changes, best practices, compliance, and other administrative burdens can be overwhelming. Working with Haynie & Company as your TPA means less for you to worry about when it comes to regulatory oversight from the Department of Labor and Internal Revenue Service.

 

When it comes to employer-sponsored retirement plans, every situation is different. Whether your goal is to attract and retain the best employees or maximize retirement plan contributions and tax savings, Haynie & Company CPAs are uniquely qualified to help you tailor your company’s retirement plan to your specific needs. Our custom solutions adapt as your business needs grow and change.

Haynie & Company TPA Can Administer:

  • 401(k) plans
  • 403(b) plans
  • Profit sharing plans, including integrated and cross-tested plans
  • Defined benefit plans, including cash balance plans
  • Combo 401(k) and defined benefit plans

How Can Your Haynie TPA Help?

  • Plan Setup: Including Plan Design, Plan Documents & Plan Installation
  • Annual Plan Administration: Including Annual Census, Testing, Reporting & Trust Accounting
  • Consulting: Including Amendments & Maximizing Contributions
  • Participant Transactions: Including Distributions & Loans

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