Third Party Plan Administration

We provide third party administrative services for both your retirement and health benefit plans. Our services are designed for you to choose the level of involvement that meets the needs of your organization and your employees.

Retirement Plan Services include daily valuation, recordkeeping and plan compliance. Our state of the art software provides for individually directed brokerage accounts, 24/7 internet access, daily pricing, and daily processing of payroll contributions, transfers, investment allocation and dividends, capital gains and other earnings. Through diligent recordkeeping service, we can ensure that account balances are correctly reported, eliminate unnecessary work by your staff, limit fiduciary risk, and protect the favorable tax status of your plan. We will also monitor your plan with semi-annual pre-test to ensure your plan is in full compliance at all times.

Health/Benefit Plan services include consulting and plan implementation, enrollment and plan education materials, participant assistance through 24/7 access by employees, and annual plan compliance. Compliance is critical to maintaining the favorable tax status of your plan. Our services include reconciliation of employee accounts, and compliance with other discrimination testing requirements.

Whether you're exploring new possibilities for your current plan, or interested in implementing a new plan, please contact Sue Peirce or Christopher Smith to discuss your options.
speirce@applegrowth.com
csmith@applegrowth.com