Actuarial Consultants, Inc. (ACI)

Region(s) Served: Southern California

Actuarial Consultants, Inc. (ACI) offers a full range of retirement plan consulting including design, documentation and administration services for a wide range of qualified plans, including 401(k), profit sharing, traditional and cash balance defined benefit, and money purchase pension plans, and fiduciary compliance consulting. Our staff includes enrolled actuaries, pension consultants and administrators as well as a stellar support team.

Founded by Pat Byrnes in 1983, ACI is a consulting firm dedicated to helping clients recruit, reward, and retain the right people. Pat established ACI to provide innovative solutions to the challenges faced by his clients. Pat is a past president of the American Society of Pension Professionals and Actuaries (ASPPA) as well as an MSPA, MAAA, EA and Founding Director of the College of Pension Actuaries (COPA). His commitment to technical expertise, hard work and client service continues to serve as the foundation for the firm today.

or call 877-TPA-7565 (877-872-7565).

RSM McGladrey

Region(s) Served: Arizona, Illinois, Iowa, Minnesota, Maryland and North Carolina

RSM McGladrey together with McGladrey & Pullen, LLC ranks as the fifth largest accounting and financial services firm in the country. Our retirement services group has more than 40 years of experience serving the needs of retirement plan sponsors throughout the country. In fact, our first retirement services client dates back to 1969, before ERISA was passed in to law. As a national non-producing TPA, RSM McGladrey has the professional staff and resources to serve virtually all types of retirement plans for any organization in any industry, including the not-for-profit sector. RSM McGladrey is actively involved with ASPPA and AICPA, and has participated in discussions for future accounting and retirement plan legislation. Our focus on the Power of Plan DesignSM allows us to work with plan sponsors and advisors to determine the most effective way to meet the needs of the organization and plan participants.

Using a TPA first approach with RSM McGladrey, advisors have the flexibility needed to select appropriate investment options from a recordkeeping vendor that best meets the needs of the client, without sacrificing important technical and plan design experience. Our goal is to help sponsors and their financial advisors maximize tax benefits for the organization and participants while providing a framework for operational and fiduciary excellence.

We are located in six regions across the country with eight TPA offices. Our six dedicated business developers are ready to support you. During the sales process we provide proposals and fee schedules, plan design illustrations, sample fee disclosure worksheets, investment selection and monitoring reports, and unparalled proposal and technical support. Our experience serving plan sponsors is well documented. RSM McGladrey and McGladrey & Pullen have more than 100,000 accounting, audit and consulting relationships and we serve more than 5,000 plan sponsors through our retirement services group.

RSM McGladrey Inc. and McGladrey & Pullen LLP have an alternative practice structure. Though separate and independent legal entities, the two firms work together to serve clients' business needs. RSM McGladrey Inc. is not a licensed CPA firm. RSM McGladrey Retirement Resources provides recordkeeping, administration, consulting, and actuarial services. These services are delivered through RSM McGladrey, Inc.

or call 877-TPA-7565 (877-872-7565).

The Retirement Advantage, Inc. (TRA)

Region(s) Served: National

The Advantage is Yours…We make your job EASY, We make you look GOOD and We help you WIN more business!

The Retirement Advantage, Inc. (TRA) is a leading provider of third party administration services, excelling in plan design, customer service and consulting. When you choose TRA as your retirement administration partner, you are joining forces with one of the industry’s leading experts in retirement plans.

TRA was founded in 1996 and currently delivers service to over 3,400 Plan Sponsor and 180,000 Participants nationwide. We offer administration and consulting for a full range of retirement plans including Traditional 401(k), Solo(k), Safe Harbor 401(k), Cross-Tested/Age-Weighted 401(k), 403(b), Cash Balance and Defined Benefit.

Our Services include…In depth knowledge of investment platforms; unbiased product selection & competitive analysis; innovative plan design & consulting; side by side illustrations; field support & closing presentations; free proposals; free illustrations; seamless installation & conversion process and comprehensive annual administration services.

Count on our experience for unmatched plan design and consultative support that frees you from the burden of research and helps you win more business with maximum confidence.

or call 877-TPA-7565 (877-872-7565).