Third Party Administrators, Inc.

Region(s) Served:Vermont, New Hampshire, Maine, Massachusetts and Connecticut..

Third Party Administrators, Inc. is an administration firm servicing tax qualified retirement plans and flexible spending plans of small and mid-sized employers. Committed to providing comprehensive and cost efficient services, TPA offers an array of design and administrative services that meet most employers tax qualified plan needs. Driven by the employer’s objectives to provide meaningful tax favored benefits to its employees while maximizing tax incentives for the organization, TPA’s services are rooted in a technical understanding and practical application of federal requirements and regulations.

By bringing dedicated and committed administration professionals together, TPA has become one of the premier third party plan administration firms in Northern New England. Formed in 1994 with the belief that hard work and a strong service orientation would be catalysts for growth, today TPA administers more than 800 tax qualified plans. TPA remains small enough so that all of our services are personal yet not large enough to be a vast, bureaucratic institution that barely knows its client’s names. We make it our business to know our clients, their needs and objectives.

Third Party Administrators, Inc. is proud to present themselves as one of the few remaining New England administration firms that do not engage in the sale of investment or insurance products of any kind; generally defined as a pure third party administration firm. As a result, the employer is the beneficiary of unbiased, objective, impartial and independent recommendations delivered in the best interest of the employer, the tax qualified plan, its participants and beneficiaries.

TPA’s principals have combined experience of over a half-century in pension administration and business management. In addition, all staff members are highly trained and are required to obtain, or be working towards obtaining, the Accredited Pension Administrator (APA) professional designation offered through the National Institute of Pension Administrators. The depth of our experience translates to smooth and efficient handling of everything from plan design and installation to the processing of routine transactions.

As specialists in administering tax qualified plans, Third Party Administrators, Inc. is committed to providing superior quality in all its services.

or call 877-TPA-7565 (877-872-7565).

Bentley Employee Benefits Group, LLC

Region(s) Served: Rhode Island, Massachusetts

Bentley Employee Benefits Group, LLC is a full service benefits compliance firm. They specialize in the drafting of plan documents, compliance testing, plan design, plan administration, coordination of I.R.S. audits, D.O.L. audits, and overall plan consulting for defined benefit, 401(k), 403(b), 457 and cash balance plans.

As an E.R.I.S.A. firm, all legal issues involved in the Administration of health and welfare benefits are evaluated for compliance with applicable laws and regulations.

Founded by Paul Merlino after working for a major regional pension administration firm for nearly 20 years, Bentley Employee Benefits Group currently serves over seven hundred (700) clients located throughout New England. Mr. Merlino and his team of dedicated benefits administration specialists bring a wealth of practical, functional solutions and expert advice in response to specific benefits compliance needs.

Paul Merlino earned his BS in accounting from Providence College, MS in taxation from Bryant College, JD from Suffolk University School of Law and LLM in taxation from Boston University. Paul has been in the pension administration and compliance industry for twenty six (26) years.

Each member of Bentley’s Support team has an average of more than 10 years of experience in employee benefit administration.

or call 877-TPA-7565 (877-872-7565).

The MandMarblestone Group

Region(s) Served: Pennsylvania, Northern Maryland, Delaware

The MandMarblestone Group, which houses some of the top legal and business minds in retirement tax plan design today, has more than 30 years of experience focusing on the interests of successful closely held businesses. The firm’s team of professionals will identify and leverage hidden opportunities within the complexities of the tax law, regulations and rulings to develop customized, IRS-approved retirement plan designs that offer exceptional flexibility and financial benefits to business owners.

The MandMarblestone Group does not offer retirement plan investments or provide investment advice. We work in conjunction with investment advisors and accountants to offer complete retirement plan design and administration. Additionally, MMG provides annual consulting services, as well as expert counsel and service for businesses with retirement plans that need plan remediation.

Since our inception, the MandMarblestone Group's creative approach to customized 401(k) plan design has provided more than 1,500 clients with a valuable, cost-efficient way to shelter the maximum amount of income. That’s the MMG difference!

or call 877-TPA-7565 (877-872-7565).

Siegel Benefit Consultants, Inc.

Region(s) Served: New Jersey; NY Metro

Siegel Benefit Consultants, Inc. began operations on November 21, 1990. Prior to that date, the principal employees of the firm had been employed by REBC Associates, the retirement and employee benefits division of Laventhol & Horwath. Being part of a large national firm provided an opportunity to gain valuable experience working with a vast array of clients and retirement plan issues.

Siegel Benefit Consultants, Inc. provides retirement plan consulting, actuarial and plan administrative services to a wide-array of clients. Clients include small professional practices and multi-state manufacturing and service businesses. The hallmark of our business is client service. Our goal is to assist clients with the implementation and maintenance of a quality, government-compliant retirement program – one that serves the needs and objectives of the business and plan participants. In addition, our firm provides retirement plan consulting services to a number of accountants, brokers and attorneys. Often called upon to assist with difficult or unusual issues, the firm has been known for its creativity in developing solutions and creative plan design.

Contact us for more information about how Siegel Benefit Consultants can provide its retirement plan expertise and consulting to you and your clients.

or call 877-TPA-7565 (877-872-7565).

Markley Actuarial Services.

Region(s) Served: PA, West MD

Since our first day of business in 1985, Markley Actuarial Services has been a Trusted Advisor to our clients and advisors by guiding the alignment of Retirement Programs to meet client-designed goals and objectives. We offer innovative solutions to help our clients attain their retirement dreams. Because Markley Actuarial Service does not sell securities or other financial products, we can provide impartial, objective and reliable solutions that focus on the client’s needs.

Markley Actuarial’s priority is finding innovative retirement solutions through customized Plans - 401(k), Profit Sharing, Cash Balance, Defined Benefit, 403(b) and cross-tested combo Plans that meet the client’s unique goals. We offer GASB 45 consulting expertise and can help the client understand the opportunities and challenges under the Pension Protection Act. We provide EGTRRA Document Restatements and services to ESOPS. In other words, Markley Actuarial can provide the client with exceptional personal service to their various retirement plans!

But Markley Actuarial also provides outstanding service to advisors by answering administrative questions, expediting distributions, leading employee education meetings to boost enrollment, maintaining up to date plan documentation, and ensuring IRS compliance through timely filings.

Partnering with Markley Actuarial Services affords both the client and the advisor an unbeatable combination!

We are proud of our Team of retirement plan professionals which includes 5 Certified Pension Consultants, 4 Enrolled Actuaries, and 1 Enrolled Agent of the IRS. We are committed to cultivating an atmosphere where we build strong client relationships by adding value to our services to the client and advisor. Whether it’s that follow up phone call, employee education seminars or regular meetings to explain the details, Markley Actuarial is your partner and advocate.

or call 877-TPA-7565 (877-872-7565).