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TPA Services for 401(k), 403(b) & 457 Plans

At Randall & Hurley, we know that retirement plan administration can be complicated and time-consuming. Defined contribution plans, like 401(k), 403(b) and profit sharing plans are flexible in design, making an experienced TPA even more critical. That’s where we come in.

We’ll examine your client's current retirement program and work to create a customized service package that meets their needs and fits their budget. We provide a wide variety of consulting and administrative services for defined contribution plans, including:

• Accurate, efficient recordkeeping
• All required compliance testing
• True signature-ready government forms, like Form 5500
• Daily valuation and trading
• Freedom to choose financial products/providers and trustees/custodians
• Ability to use age-weighted, cross-tested or new comparability plan features
• Telephone and Internet account access (view a demo)
• Customized participant statements
• Employee education

If you don't see what you are looking for, or have questions about our services, please contact us. We'd be happy to help and provide a fee quote for our services.

Learn more about what makes our company unique.