Premier Plan Consultants is a dedicated retirement plan consulting firm known for its personalized service, expert compliance guidance, and commitment to helping clients design and manage successful retirement plans. With deep industry knowledge and a proactive approach, we work closely with advisors and employers to deliver tailored plan solutions that support long-term goals.
Visit www.premierplanco.com/ to learn more.
The EXPERTISE you need. The ATTENTION you deserve. The CREATIVITY you want. Administering Pension Plans is Complex… Let us help you make it simple. Pension Plan Specialists, a full-service third-party administration (TPA) firm based in Vancouver, Washington, was formed in 2008. At that time, its current owner and President, Joseph Burt, purchased a local Public Accounting firm that was started in 1987 and had transitioned its business to doing 401(k) audits and then eventually Retirement Plan Administration. Joe saw the potential for the company and its clients, and PPS came into being. Since its inception over 35 years ago, PPS has worked hard to earn the trust and confidence of its clients.
Visit www.pensionplanspecialists.com to learn more.
The Plan Consultant, Recordkeeper, and Financial Advisor relationship needed a change. After more than 25 years in the financial industry, we found shortfalls in the TPA, Recordkeeper, and Advisor relationship. We knew we could create a better experience for everyone involved. So, we created our own TPA firm. Since our first partnership we’ve supported thousands of Client-Financial Advisor relationships our own way.
We partner with your Financial Advisor to deliver a superior plan experience. Together, our goal is to be a resource and guide to help you and your employees create a savings path to fund a successful retirement – however they define it.
Visit www.map401k.com to learn more.
We Strive To Provide Businesses With Individualized, Cost-Effective And Goal-Oriented Retirement Benefits. At Hunnex and Shoemaker, we help our clients attain financial security, while reducing the administrative burden on business owners. A family-business through and through, we always offer reliable service, timely support, and genuine care.
Hunnex & Shoemaker has been recognized on a National level for our commitment to high service standards.
Visit www.hunnex.com to learn more.
Founded in 1986, Pension Administrators, LLC is an independent, full-service third-party administrator (TPA) for retirement plans. Over the years we have established a distinguished reputation by providing our clients with accurate, thorough, timely and cost effective retirement plan design, documentation, plan valuation, compliance and information services.
Visit www.pensiontpa.com to learn more.
Partner with a dedicated point of contact. At Blue Ridge, our people make all the difference. We pair you with a dedicated point of contact as your go-to subject matter expert and trusted partner to ensure your success. Take advantage of the deepest level of industry knowledge, education and expertise. Your partners at Blue Ridge will always respond to your questions in a timely manner, meet deadlines, handle complex situations with ease, and deliver professional, error-free services. Sleep better at night knowing you can rely on Blue Ridge.
Visit www.oneblueridge.com to learn more.
MGKS transforms the retirement planning experience through deep expertise, decades of experience, and a commitment to custom plan design that drives everything we do.
Our tech-forward, innovative, and flexible team creates the right plan design to meet your company’s needs and ensures that the design is relevant and compliant throughout the life of your plan. MGKS – Invested in the future of you.
Visit www.mgks.com/ to learn more.
We know you have a business to run and you don’t want to be a retirement plan expert. The AimPoint Pension experts invite you to experience a different approach.
The Right Plan Design. Managed the Right Way. Monitored for Success. Whether you’re thinking about starting a plan or already have an established plan, our process is the same. We will assess your situation, evaluate your workforce and business, identify your tax and savings goals—and only then—craft a custom plan design optimized to help you reach your goals. You deserve a plan that fits you.
Visit www.aimpointpension.com to learn more.
Trinity has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 70 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Visit www.trinitypension.com to learn more.
MGKS transforms the retirement planning experience through deep expertise, decades of experience, and a commitment to custom plan design that drives everything we do.
We are not your grandpa’s TPA.
Our tech-forward innovative and flexible team creates the right plan design to meet your company’s needs and ensures that design is relevant, and compliant throughout the life of your plan. MGKS – Invested in the future of you.
Visit www.mgks.com/ to learn more.
As a leading national retirement services company, The Retirement Advantage, Inc. (TRA) provides third-party administration (TPA), retirement plan design and fiduciary services to financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned us as the largest, privately held third-party 401(k) administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.
Visit www.tra401k.com to learn more.
We Strive To Provide Businesses With Individualized, Cost-Effective And Goal-Oriented Retirement Benefits. At Hunnex and Shoemaker, we help our clients attain financial security, while reducing the administrative burden on business owners. A family-business through and through, we always offer reliable service, timely support, and genuine care.
Hunnex & Shoemaker has been recognized on a National level for our commitment to high service standards.
Visit www.hunnex.com to learn more.
The Asteri Collective is a meeting of like-minded retirement plan consultants whose shared mission is to guide recordkeepers, plan sponsors, and wealth advisors to a brighter future.
Calling ourselves Retirement Plan Consultants instead of TPAs matters because we’re not just plan administrators; we’re consultants and partners. Not to toot our own horns but, we’re kind of a big deal. Together, we wield the weight of over 38,000 plans. So, get on board, we’re going places, and we want you to come with us.
Reach out ann@astericollective.org/ to learn more.
Our goal at Blue Ridge is to be the market leader in ESOP and 401(k) third party administration and recordkeeping industry so we can help more people enjoy a meaningful retirement. Our journey started in 1988 when Blue Ridge ESOP Associates was established to provide independent administration and recordkeeping services specifically for Employee Stock Ownership Plans (ESOPs).
Our highly skilled team members provide a full suite of technology-enabled compliance services. Our integrated, best-of-breed delivery model and established network of strategic distribution partners make it easy for employers to provide wealth-building benefits to employees.
Visit www.oneblueridge.com to learn more.
We help companies sponsor successful retirement plans. By focusing on creating value for plan sponsors and participants, Hunter Benefits Consulting Group, Inc. (HBCG), formed in July 1999, has grown quickly to a firm that administers over 850 employee benefits plans out of our offices in Illinois, Colorado, and Washington.
Visit www.hunterbenefits.com to learn more.
By focusing on creating value for plan sponsors and participants, Hunter Benefits Consulting Group, Inc. (HBCG), formed in July 1999, has grown quickly to a firm that administers over 850 employee benefits plans out of our offices in Chicago, Denver, Spokane, and the Seattle-Tacoma Suburbs. HBCG offers technical guidance to plan sponsors related to qualified plan design and administration while offering plan sponsors accurate and timely reporting for reasonable and transparent fees.
Visit www.hunterbenefits.com to learn more.
Nexus Administrators is one of the largest retirement plan administrators in Central California and among the largest in the state, with more credentialed and certified staff members, a mark of reliable administration and expertise. Nexus offers the passionate customer service of a small organization paired with the efficiency of state-of-the-art and automated administration. With a combined 60 years of experience and 40 skilled staff members, Nexus provides a level of support that others can’t or are unable to do. Nexus delivers effective and efficient plans tailored to the needs of clients and employees, ranging from one employee to 30,000.
Visit www.naviabenefits.com to learn more.
Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 70 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Visit www.trinitypension.com to learn more.
