Our high quality, personalized and timely service is offered at a competitive price. Some other things that make us unique:

-Our Customer Service Survey results:

98% would recommend us to other businesses

90% would allow us to put them on our references list

-Winner of several national service awards within our industry. Our ability to respond quickly to requests for information sets us apart.

-Our commitment to service:

100% of reporting is done prior to deadlines if timely provided

100% of times we design a plan according to client’s needs

Staff is required to meet ongoing educational requirements

All work is peer reviewed

Required compliance services automatically performed

We know our clients and try to anticipate their needs

Solutions offered for payroll, ERISA bonding and plan audits

-Our service team averages twelve years of experience with qualified retirement plans, so difficult questions are easy for us to address and allows us to:

Design and administer plans according to client’s needs by maximizing
features available in qualified plans

Allows us to service large and small, basic and complicated plans

Not be restricted by software or knowledge constraints

-We have presented a training seminar to our clients every other year since 2000 and plan on continuing to do so as a value-added service to our clients.

-We are aligned with the industry’s best financial institutions and integrate and coordinate our services directly with each provider and financial advisor that we work with. The end result is a cost effective, efficient, timely and personalized approach to plan administration.

-Members of our firms sit on various Advisory and Administrative Councils of major financial institutions. These Councils provide insight to our financial institutional alliances as to what tools Plan sponsors, participants, financial advisors and TPA’s need to make their Plans successful. We have developed an excellent block of business which helps streamline our service model and add value to our clients and referral sources as evidenced below:

Top 10 TPA with an industry leading investment alliance

Top 35 TPA with another industry leading investment alliance

- Plan Audits by DOL or IRS can take place at Paragon if allowed

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