Plan Set-Up, Conversions & Terminations

Whether you’re setting up a new plan, moving from another provider, or winding down a plan, we make the process smooth and accurate. We handle data transition, notices, and compliance so you can focus on your business.

We feel we are a little unique in our TPA industry as we have a dedicated specialist on our team that strictly handles plan set-ups and plan conversions. This makes the process smooth and efficient by taking the heavy lifting off the employer’s plate and having a specialist that does this every day handle most the process.

In regard to plan conversions, we work will all major recordkeepers. We can assist with recommendations and pricing proposals that fit what each individual employer is looking for in a recordkeeper.