Administration is an independent Third Party Administration firm
that consults with you, the Investment Professional, to determine
which type of qualified retirement plan is the best for your
clients and prospects. Because Benefit Administration does not
sell investment products, we can utilize any of a number of
Investment Providers. Once the plan is in place, we continue to
partner with you in order to reach the long term goals of your
Each of your customers have a dedicated account manager that
provides all on-going administrative services, including mandatory
testing to demonstrate compliance, annual report preparation and
signature-ready 5500 series tax forms to file with the IRS. Please
feel free to contact them with any questions you may have.
For your convenience, we have provided links for many of our
preferred Investment Providers, where you can access the
information you need to support your customers.