As an integrated recordkeeper and TPA, our service model provides complete and coordinated coverage of all plan issues under a single roof ensuring both efficiency and responsiveness. By acting as the both the recordkeeper and TPA, we can also be your "TPA every day", catching issues as they happen and keeping your plan on the straight and narrow.
We will work with your independent advisor and open architecture custodian to provide your plan a true team of experts. While the coordination of the recordkeeping and TPA services provides a whole lot of efficiency and pricing advantages for you, the independence of your advisor and custodian eliminates potential conflicts of interest and ensures that your plan can access an unfiltered list of investment options. Efficient operations with true choice - that's our Better Bundle.