Third Party Administration Services for Client's of CPA's

Our staff is here to provide you assistance with helping your clients achieve their retirement goals.  Our marketing department is ready to run illustrations, analyze your client's current plan to ensure it is still meeting your clients needs or even to review documentation to determine plan compliance.  Whatever services are needed for you to provide your clients, we are here to help.  We offer a variety of complimentary programs for CPA's to assist you in servicing your client's:         If you would prefer to just step out and not be involved, we will be glad to contact your client directly, work with them to gather the information we need to assist them and then report the results to you and your client.  We can accommodate whatever level of involvement you desire. To request a customized illustration, follow the link below to our simple questionnaire and electronic employee census.  Of course, you can always have more personalized service by calling our internal pension experts at 727/445-9770 and dialing extension 203.

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