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Lola

403 B Plan Administrator

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Hello

I have a very hard time finding a 3rd party 403 B plan administrator.

We need someone who will fill our 5500 form and make sure that we are compliant with new ERISA regulations, we are a small school with 22 participants. Can you please suggest someone in CA Bay area? Thank you so much for your help.

Kind regards,

Lola

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Lola-

I work for a third party administrator (TPA) for retirement plans, including 403(b) plans subject to ERISA, in the upstate NY area. If you have difficulty finding a local TPA that meets your needs, you may want to look outside of the CA Bay area. Best of luck!

-Phil

 

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Hi Lola,

Last July you asked this question. click here. You got some good responses.

I still recommend SST benefits. They are located in the bay area.

Steve

 

 

Hi Steve, SST does not do 3rd Party TPA work, they are strictly a consultant.

 

ScottyD

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