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Tara Meyer
Management Assistant at Mvp Plan Administrators,
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Work Experience
Management Assistant
2019 - Jul 2023 · 4 years and 6 months
Dental Office Manager
2014 - 2019 · 5 years
Financial Counselor
2013 - 2014 · 1 years
Company Details
We are a third-party administrator (TPA) and/or recordkeeper for employer-sponsored retirement plans; our goal is to get you through your journey. We sponsor prototype and volume submitter plan documents. We are independent of the investments chosen for the plan. We work with investment advisors, CPAs, and other professionals in helping plan sponsors have the best plan possible. We provide open-architecture daily valuation services on some of the leading custodians like Chalres Schwab and TD Ameritrade. Also, we can team up with some of the leading recordkeeping providers in the industry like MassMutual, Transamerica, John Hancock, and many others. We believe in full fee transparency and disclosure. We provide a flat fee based upon a range of employees covered by the plan for virtually all of our services. In addition, we do not charge for required plan document amendments.
Year Founded
2001
Social Media
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Industry
Accounting, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
300 South Main Street Suite 328 Holly Springs, NC 27540, US
Keywords
AdministratioRecordkeepingConsultingPlan design and review
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