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Strategic Alliances

We are proud to operate our own Third-Party Administrator record-keeping firm, ProTPA. ProTPA provides top-to-bottom record keeping and administration for 401(k), 403(b) and cash-balance/defined-benefit plans. As our in-house administrator, ProTPA runs each of our clients’ plans, and knows every aspect of the plan’s design. When plan participants call a direct number, they speak with the same person every time they need assistance. This business model provides superior service and administration, saving plan sponsors a significant amount of time and work.