Retirement Plan Services

With more than 70 years of combined service, the experienced TPP staff will partner with you to assist with developing the best possible retirement plan for your company and employees. Whether you have a “balance forward” plan or you are already operating in a “daily” environment, TPP has the expertise and resources available to meet all your administration and planning needs. If you’re developing a new retirement plan, or just need help with retirement benefit administration, we’ve been there.  

Our professional approach to plan design, consulting, and administration is supported by the state-of-the-art software programs designed specifically for qualified plans. Our modern and reliable trading platform can accommodate more than 14,000 mutual funds, share classes, Individually Directed Accounts, and many other asset types needed to help you meet your fiduciary obligations as Plan Sponsor.

TPP understands retirement plan design and administration for:

  • 401(k)
  • 403(b)
  • 457
  • Profit sharing
  • Money purchase
  • Defined benefit
  • Target benefit
  • Employee stock ownership

TPP offers retirement plan consulting including:

  • Plan design options
  • Administration services for qualified plans
  • Design of employee communications and meetings
  • Actuarial valuations for defined benefit plans
  • Non-discrimination testing and government filings
  • Clear, concise, accurate answers to those tricky compliance questions

your future is daily is a PC-based website enabling plan sponsors to upload payroll data electronically to TPP’s daily recordkeeping system.  The website allows reviewing capabilities to plan sponsors, Third Party Administrators (TPA) and financial advisors.  This enables plan service providers the opportunity to immediately respond to participant inquiries and provide a superior level of service and support.

For more information contact C. Roy Messick, III today at 913.323.9108.