401ktest.com
Phone: (614)313-4130
Fax: (614) 888-3002
Contact: tony@grubercompany.com
URL: www.401ktest.comWe provide discrimination testing of 401k plans for companies with up to 500 employees.
Third Party Administrators will find this site very useful. Our testing process is user friendly, quick, accurate, and flexible.
We also have a single-user license so companies can perform the test themselves. A one-year subscription allows you to test your payroll as often as you want throughout the year. 401ktest.com can help you make sure you maximize your HCE contributions and never fail another test. The single-user license is also a great way for companies to securely provide payroll information to Third Party Administrators.
Benefit Plans Plus, L.L.C.
1050 N. Lindbergh Blvd.
St.Louis, MO 63132
Phone: (314)983-1212
Fax: (314)983-1329
Contact: pshelton@bpp401k.com
URL: www.bpp401k.comWe custom design retirement plans for small businesses (usually less than 50 employees) while accumulating assets under management for Financial Professionals.
Our clients include Plan Sponsors, CPA's, Independent Financial Advisors and Planners, and Insurance Agents. We are a non-producing Third Party Administrator, we do not sell product!
GOAL: Maximize the benefit of a retirement plan for the key employees while minimizing the overall contribution cost for employers; while helping to increase assets under management.
We deliver A Measurable Difference ... Guaranteed!
BenXL Technologies, Inc.
King of Prussia, PA
Phone: 610-313-2300
Contact: info@benxl.com
URL: www.benxl.comThe Authority in Pension Administration Software
BenXL Technologies makes pension administration easy and cost-effective. Our leading-edge software is used by third party administrators, consulting firms, and plan sponsors across the continent. The BenXL system can be seamlessly integrated into a client or company web portal and used with any HR/Payroll system. Including:
Contact us for a product demonstration
- Call Center functionality
- Bank/Trustee reconciliation
- Standard Reports and Forms
- Multi-plan, Multi-employer capability
- Audit trail
- Web-based participant login center
- Plan setup technology that is parameterized and easy to use
- Complete Defined Benefits and pension plan administration processes
Brown & Brown of CA: Programs
E&O Specialists for over 30 years
681 S. Parker Street, Ste. 200
Orange, CA 92868
Phone: (800) 280-7250
Contact: Program Underwriter: Sheila Liot ext. 476 sliot@broprog.com
Program Leader: Richard Bernard ext. 352 rbernard@broprog.com
URL: www.broprog.comNO MEMBERSHIP FEES - COMPETITIVE PRICING - EASY APPLICATION
Professional Services covered include:
- Pension Administration & Consulting
- Employee Benefit Administrations & Consulting
- Insurance Sales & Services
- Third Party Administration (other than Claims Administration)
- Mutual Fund Sales
- Training, managing or supervising others in connection with a covered product
- Providing advice, consultation or administration, other than claims administration with no fee required
Product Highlights
- Limits from $1,000,000 per claim
- Deductibles from $2,500 per claim
- Written by Fireman’s Fund Insurance Company (Admitted) - A.M. Best Rated "A"
- Defense Costs outside the limit of liability
- Multiple payment options available
Charles Schwab & Company, Inc.
101 Montgomery Street
San Francisco, CA 94104
Phone: 1-877-456-0777
Fax: 415-667-7588
Email Address: SCRSLeads@schwab.com
URL: http://scs.schwab.com/Schwab Corporate & Retirement Services (SCRS) provides a range of services for investing through the workplace; including employee retirement and stock option plans, financial advice services and education, and support for benefit plan administrators.
More than 15,000 companies rely on Schwab to service their employer-sponsored retirement plans.
Small to mid-sized plans are administered by a Third Party Administrator (TPA) who works directly with Schwab. Larger plans are serviced by Schwab Retirement Plan Services.
SCRS also offers trust and custody solutions for TPAs and retirement advisors and flexible recordkeeping technology, Schwab Retirement Technologies®.
Contact Schwab Corporate & Retirement Services today at 1-877-456-0777.
Disclosure: The Charles Schwab Corporation (Charles Schwab) provides services to retirement plans and participants through its affiliates, Charles Schwab & Co., Inc.., The Charles Schwab Trust Company (CSTC), Schwab Retirement Plan Services, Inc. and Schwab Retirement Technologies, Inc. ® (Schwab RT). (1106-7655)
DailyAccess.Com, Inc.
3101 International Dr., Bldg 6, Suite 600
Mobile, AL 36606
Phone: (888)535-4322 (251)665-1800
Fax: (251)665-1803
Contact: info@dailyaccess.com
URL: www.DailyAccess.ComDailyAccess.Com, is a national provider of retirement plan products. The DailyAccess service platform includes operating functions that deliver the highest quality, most efficient plan administration and processing services. DailyAccess manages recordkeeping, administration, compliance, trading, custody, information access systems, mutual fund company relationships and customer service. The firm's success is directly linked to partnerships with select financial firms to develop and distribute market-proven products. DailyAccess focuses on the mid-size market (plans with $1+ Million in assets). Services are priced competitively to meet your needs no matter the number of participants. Call, click or write to receive pricing for your plan.
Fiserv ISS Institutional Retirement Plan Services
The best team means the best performance!
Take advantage of our targeted open architecture solutions, more investment choices than most other platforms and personal service.
Fiserv ISS Institutional Retirement Plan Services provides back office, electronic trading support and personal service for retirement plan professionals, including Third Party Administrators, Recordkeepers, Investment Advisors, Broker/Dealers, Actuaries, Consultants and CPAs. We offer directed trustee and custodial solutions and full back office support for daily valued, defined benefit and defined contribution retirement plans, such as 401(k), 403(b)(7) and 457 retirement plans and IRAs.For more information, contact us at 1-800-525-2124, extension 5116, or visit www.fiserviss-irpservices.com.
The EDSA Group
8280 YMCA Plaza Drive, Building 4
Baton Rouge, LA 70810
Phone: 800-942-2777
Fax: 225-291-0419
URL: http://www.theedsagroup.comThe EDSA Group® is an independent financial education company that specializes in teaching people to make informed decisions about their personal finances and employer-sponsored benefit plans. Offering financial education solutions since 1993, The EDSA Group® has been recognized for its top-notch, results-driven programs. Tools available include:
The EDSA Group’s offering includes a product to assist almost every audience - individuals, companies and organizations, and financial professionals and institutions. For more information please call us at (800)942-2777, e-mail us at info@theedsagroup.com, or visit www.theedsagroup.com.
- Online Educational Tools
- Live educational workshops
- Self study materials and software
- Custom programs
- Private-labeled programs
www.ftwilliam.com
306 N Milwaukee St, Suite 300
Milwaukee, WI 53202
Phone: (800) 596-0714
Fax: (414) 226-2443
Customer Support: support@ftwilliam.com
Sales: sales@ftwilliam.com
URL: http://www.ftwilliam.comwww.ftwilliam.com offers the employee benefits professional the highest quality retirement plan documents, welfare plan documents and government forms software. We offer all of the popular prototype and volume submitter plans (including cross tested and target plans). All plan documents are delivered instantly to the desktop in word processing format and government forms are delivered instantly in Adobe PDF format.
JPMorgan Compensation and Benefit Strategies
Mail Code IL1-0202
10 South Dearborn Street
Chicago, Illinois 60603
Phone: 312-732-2111
Fax: 312-732-2314
Email: JPMorgan.Actuaries@jpmorgan.com
URL: www.jpmorgan.com/cbsJPMorgan Compensation and Benefit Strategies is a leading provider of retirement plan, compensation, and health and welfare consulting services. Areas of expertise include: compliance, defined benefit plan design, employee communication, executive compensation & benefits, financial modeling, health improvement programs and merger & acquisition support.
For more information please visit www.jpmorgan.com/cbs.
K&W Benefit Consultants, Inc.
40 W. Cochran Street, Suite 103
Simi Valley, CA 93065
Phone: (805) 577-0800
Fax: (805) 577-0808
Email: ljk@kandwbenefit.com
URL: www.kandwbenefit.comManagement Consulting and Project Management Specializing in: * ERISA plan compliance * Daily Valuation for Defined Contribution plans * Pre-Audit review and correction assistance * Trust Administration and Operations.
K&W Benefit Consultants, Inc. is an independent consulting firm. We are not owned by any other company and we do not promote any financial products. We do not compete with established plan administration firms. Clients include: * Bank Employee Benefit trust departments * Bank Personal trust departments * Third-party administrative firms * Corporate Plan sponsors * Insurance companies providing 403(b) and 457 annuities * Mutual fund companies * Investment management firms
Retirement Capital Group, Inc.
12340 El Camino Real
San Diego, CA 92130
Phone: 1-866-724-4877
Fax: 858-677-5915
Email: info@retirementcapital.com
URL: http://www.retirementcapital.com/index.shtmlRetirement Capital Group, Inc. (RCG) is a full service executive benefits firm that is committed to helping companies attract, retain, and appropriately compensate and reward their talented executives. This is accomplished first with a thorough assessment of a company's goals, financial and tax status, and more. RCG's recommendations are customized to meet each client's needs. Only then will an innovative and appropriate solution unfold that will meet expectations and deliver the intended results.
RCG is known as a leader in innovative and creative executive benefit solutions.
SES Advisors, Inc.
10 Shurs Lane, Suite 102
Philadelphia, PA 19127
Phone: (215) 508-1600
Fax: (215)508-2500
Contact:asimons@sesadvisors.com
URL: www.sesadvisors.comSES Advisors, Inc. is a financial consulting firm providing highly-focused consulting services for Employee Stock Ownership Plans (ESOPs). Since 1987, we have partnered with business owners and their professional advisors to assist in evaluating whether or not an ESOP might be an appropriate exit strategy for their company. Headquartered in Philadelphia with offices and clients nationwide, our professionals are committed to providing each and every client with personalized, expert ESOP advice.
SES Advisors offers the following services: ESOP Feasibility Studies, Raising Debt Financing, ESOP Plan Design and Amendments, ESOP Plan Administration, and Design of Management Stock Bonus and Stock Option Plans.
