Preferred Partners

Enjoy the benefits of using an Advantage Preferred Partner for your 401(k) Administration.

Using one of our preferred partners for your Retirement Plan Administration will allow for a streamlined integrated solution for your payroll and 401(k).

The TPA of your choosing will:

  • Provide an annual audit of your plan’s contributions as well as the completion of your year-end census.
  • Handle your annual discrimination testing.
  • Set objectives for your plan based on the goals and needs of your organization.
  • Offer the ability to choose from a wide variety of 401(k) providers, each offering investment options to meet the short and long term objectives of all participants.
  • Assist you and your advisor with all aspects of the enrollment process to optimize plan participation.
  • Offer a seamless transition from your current vendor to provide optimal benefit to all plan participants.


  • Handle all of your 401(k) submissions on a per payroll basis.
  • Offer seamless transition from your current payroll provider to provide optimal payroll/401(k) reporting.
  • Provide the TPA all census data to administer your plan.

Our Preferred Partners:



TJ Pensions

Beacon Benefits

LAR Pensions LLC


Trinity Pension Consultants


RPG Consultants

UB Pensions

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