TPA Services Overview

Expert Qualified Plan Design and Administration

Creating and administering a qualified benefits plan that meets the needs of your business and your employees is a complex undertaking.

For nearly 50 years, Alpha & Omega has specialized in…

the design, administration, compliance testing, tax reporting, actuarial certifications and trust auditing of the following types of qualified plans:

  • Cross-Tested
  • Non-Qualified
  • 401(k)
  • Cafeteria Plans
  • 403(b)
  • Defined Benefit Pension Plans
  • Money Purchase Pension Plans
  • Cash Balance Plans
  • ESOP
  • IRA’s
  • Endowments
  • SEP’s
  • Profit Sharing Plan
  • Multi-Employer Plans
If you’re a small to mid-size employer currently offering or considering offering a company-sponsored retirement plan, we provide expert third-party administrator (TPA) services that help you and your employees save for retirement more effectively.

Problems We Solve

From plan design failures which can cause penalties and excise tax to Department of Labor (DOL) compliance issues, there’s a lot that can go wrong with a qualified benefits plan. Our experienced TPA professionals have the knowledge and expertise to make sure these problems don’t happen in yours.

TPA Services

Our comprehensive benefit plan services do the “heavy lifting” for you. That way, you can focus on serving your customers and growing your business while providing your employees with an important benefit.

Learning Center

The more you know about the ins and outs of qualified benefit plans, the more you make smart decisions for your business and your employees. Visit our TPA Learning Center for a library of resources on timely issues that can help you become a more effective retirement plan sponsor.

FAQs

Want to know more about basic benefit plan terms or how Alpha & Omega operates? Browse our TPA FAQs for informative answers to commonly asked questions.

Did you know A&O also offers a first-class investment program for individuals and plans?

Visit our RIA Services page to learn how your plan can gain access to investment opportunities normally not available to small retirement plans.

Get the qualified plan that’s right for your business and your employees.

Schedule a free consultation call 800.755.5060

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