403(b) and 457(b) Retirement Savings Plan Administration and Compliance Monitoring for Governmental and Non-Profit Employers ■ Independent TPA with over 19 years experience ■ National reputation for being a leader in the industry ■ 99.6% Client retention rate ■ Each client receives a dedicated team of experienced specialists ■ Interactive web site for employers, payroll personnel, and employees ■ Create and maintain your Plan Document ■ Universal Eligibility ■ Information Sharing Agreements in place with over 250 providers ■ Online maintenance of optional features(loans, hardships, exchanges, Roth and employer contributions) ■ In-house counsel ■ Support during an IRS audit ■ Errors and Omissions Insurance ■ Review of standards and practices to assure compliance with appropriate laws and regulations