Passion. Experience. Diligence.
WE ADMINISTER AND MANAGE THE MANY DAY-TO-DAY ASPECTS OF YOUR EMPLOYEE RETIREMENT PLAN.
Time, cost and understanding are among the biggest factors a business owner faces when making a decision to use a TPA. Administrative Services of America is able to simplify these complex plans and provide them to you in a cost-effective manner.
We have helped hundreds of individuals with their retirement plans and needs over the past two decades
Our practice focuses on single person and/or two person plans which allows us to provide a much more compelling and cost-efficient product relative to the large TPA firms that benefit more from big plans. This gives our clients the necessary attention they need as individuals without charging exorbitant fees.
We employ state-of-the-art software from nationally known vendors.
Our clients enjoy access to their accounts using our Portal Access System with 24/7 chat feature if there are any inquiries.
Our goal is to meet your retirement needs and exceed your expectations.
ASA performs responsibilities such as:
Designing retirement plan documents
Preparing employer and employee benefit statements
Ensuring the plan is in compliance with the IRS non-discrimination requirements
Contribution Calculation
Preparation of Annual Actuarial Report
Signature Ready Form 5500
Preparation of Schedule SB
Preparing annual returns and reports required by IRS, DOL or other government agencies
… and much more.
