Financial Services
Hours:
8:00 - 5:00 Monday - Friday, weekends or after hours by appointment
Independent third-party administrator (TPA) for qualified retirement plans of small to medium sized companies. We offer plan design, implementation, compliance, administration, and reporting tailored to each individual client. We help each employer/client coordinate his or her need to build a retirement nest egg, minimize current taxation, and provide a meaningful employee benefit for the work force.
In an era of huge corporations gobbling up small TPA firms and providing sub-par, robotic service, we pride ourselves on being just the opposite. We are turning back the clock to a time when TPAs provided personal service, accurate results, timely delivery, and rapid response.
Questions? Call Linda de Ridder, The 401(k) Lady, 505-309-8962!