Senior couple talking with female financial or real estate advisor at her office.

Third Party Plan Administration

We deliver detail-driven pension administration tailored to the unique needs of defined benefit plans for over 125 public pension plans nationwide. Our team-based service model ensures every calculation, communication, and compliance requirement is handled with precision – giving boards and sponsors confidence that their plan is being administered the right way.

Here is what we offer:

  • Proactive member service and communication
  • Expertise in retirement processing, plan provisions, and compliance
  • Dedicated service teams providing consistent, responsive support
  • Trusted advisor to boards, staff, and plan vendors
  • Secure online portal with tools for retirement estimates and projections, enhancing transparency and member engagement