Who We Serve

TPA Solutions designs retirement plans tailored to meet the diverse needs of financial professionals, TPAs, employers, and employees.

Financial Professionals

Financial Professionals

  • Financial professionals rely on us to help design and build plans that best meet the needs of clients
  • As an independent TPA, we offer broad access to a range of solutions, giving you the flexibility to address unique client challenges
  • Our dedicated team of experts and sales consultants work side-by-side with you as your partner to help you with plan design, actuarial services, consultation and support
  • Request a Proposal

TPAs

  • We offer actuarial expertise and support to meet your needs
  • You get solutions that are backed by our knowledge, experience, and resources
  • We collaborate with you by offering the latest in retirement plan innovation, like Cash Balance plans
  • Learn More
TPAs
Employers

Employers

  • As a small business owner, we understand your needs and the importance of finding the plan that’s right for you
  • Our experience in serving professional groups, like attorneys, physicians, accountants, and architects, gives us unique insight into your issues and concerns
  • With custom plan design and actuarial services, our experts can guide you to tailored solutions
  • Our team partners with your financial professional and puts comprehensive resources at your fingertips so you can make the most of your plan
  • Contact your financial professional for more information

Employees

  • It's important to know where you are on your path to retirement. Try our calculators so you can see if you're on track with your savings goals.
  • Contact your financial professional for more information
Employees

Our Family of Companies

SES ASCS
Swerdlin
BPC
Asperia
Avintus
Qualified Plan
dedicated DB
Kravitz
RSI
Polycomp