Employee Benefits of St Cloud, Inc.

Region(s) Served: Minnesota

Employee Benefits of St Cloud, Inc. (EBSC) is a leading third party administrator, named to the list of the Top 25 TPAs in Minneapolis for the last eight years by the Minneapolis St. Paul Business Journal. EBSC was established in 1987 and recently merged with July Business Services, Inc., a premier retirement plan and benefits administration firm based in Texas. EBSC helps companies maximize the value of their employee benefits solutions and serves as a trusted advisor to more than 2,500 clients nationwide. Our staff includes retirement plan experts with the following professional designations: CPA, CEBS, QKA, QPA, APA, APR, CPC.

Our alliance partners count on us to deliver best-in-class service to their clients. We take pride in the fact that some of the nations' largest financial service providers partner with us. We are committed to serving clients with integrity, loyalty, and quality.

We work with all of the retirement plan platform providers and have the ability to provide advisors with a complete open architecture platform through our in-house daily record keeping system. We can work with all licensed brokers and registered investment advisors (RIAs).

We believe our strength lie in the ability to individualize a wide range of benefit plans and HR services, including 401(k), Profit Sharing, Money Purchase, New Comparability and Cash Balance allocations, Davis-Bacon and Prevailing Wage, 403(b) compliance, Defined Benefit Plans, Cafeteria Plans, VEBA Trust Administration, payroll services and much more.

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

RSM McGladrey

Region(s) Served: Arizona, Illinois, Iowa, Minnesota, Maryland and North Carolina

RSM McGladrey together with McGladrey & Pullen, LLC ranks as the fifth largest accounting and financial services firm in the country. Our retirement services group has more than 40 years of experience serving the needs of retirement plan sponsors throughout the country. In fact, our first retirement services client dates back to 1969, before ERISA was passed in to law. As a national non-producing TPA, RSM McGladrey has the professional staff and resources to serve virtually all types of retirement plans for any organization in any industry, including the not-for-profit sector. RSM McGladrey is actively involved with ASPPA and AICPA, and has participated in discussions for future accounting and retirement plan legislation. Our focus on the Power of Plan DesignSM allows us to work with plan sponsors and advisors to determine the most effective way to meet the needs of the organization and plan participants.

Using a TPA first approach with RSM McGladrey, advisors have the flexibility needed to select appropriate investment options from a recordkeeping vendor that best meets the needs of the client, without sacrificing important technical and plan design experience. Our goal is to help sponsors and their financial advisors maximize tax benefits for the organization and participants while providing a framework for operational and fiduciary excellence.

We are located in six regions across the country with eight TPA offices. Our six dedicated business developers are ready to support you. During the sales process we provide proposals and fee schedules, plan design illustrations, sample fee disclosure worksheets, investment selection and monitoring reports, and unparalled proposal and technical support. Our experience serving plan sponsors is well documented. RSM McGladrey and McGladrey & Pullen have more than 100,000 accounting, audit and consulting relationships and we serve more than 5,000 plan sponsors through our retirement services group.

RSM McGladrey Inc. and McGladrey & Pullen LLP have an alternative practice structure. Though separate and independent legal entities, the two firms work together to serve clients' business needs. RSM McGladrey Inc. is not a licensed CPA firm. RSM McGladrey Retirement Resources provides recordkeeping, administration, consulting, and actuarial services. These services are delivered through RSM McGladrey, Inc.

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

The Retirement Advantage, Inc. (TRA)

Region(s) Served: National

The Advantage is Yours…We make your job EASY, We make you look GOOD and We help you WIN more business!

The Retirement Advantage, Inc. (TRA) is a leading provider of third party administration services, excelling in plan design, customer service and consulting. When you choose TRA as your retirement administration partner, you are joining forces with one of the industry’s leading experts in retirement plans.

TRA was founded in 1996 and currently delivers service to over 3,400 Plan Sponsor and 180,000 Participants nationwide. We offer administration and consulting for a full range of retirement plans including Traditional 401(k), Solo(k), Safe Harbor 401(k), Cross-Tested/Age-Weighted 401(k), 403(b), Cash Balance and Defined Benefit.

Our Services include…In depth knowledge of investment platforms; unbiased product selection & competitive analysis; innovative plan design & consulting; side by side illustrations; field support & closing presentations; free proposals; free illustrations; seamless installation & conversion process and comprehensive annual administration services.

Count on our experience for unmatched plan design and consultative support that frees you from the burden of research and helps you win more business with maximum confidence.

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

Leggette Actuaries Consultants

Region(s) Served: Texasa

Balancing benefits with your bottom line.

Since 1973, we have provided reliable and successful recordkeeping, benefit consulting and actuarial services for businesses across the globe. We are a service organization. Instead of trying to fit your company into a one-size-fits-all benefits package, we take a matrix-management approach utilizing an exceptionally flexible combination of numerous platforms. The result is a custom program that fits your company’s needs, now and in the future.

Leggette specializes in the setup, installation, enrollment, communication, and ongoing administration of qualified pension, profit sharing, 401(k) and flexible benefit programs. As an actuarial consulting firm, Leggette also provides actuarial services on a consulting and/or administrative basis.

With hundreds of qualified plans under administrative management, Leggette has become well known for its outstanding actuarial and administrative services. We consider ourself a “high-touch, “high-tech” provider. Leggette is a Dallas, TX based firm with a national presence. With clients in 28 states, Leggette is passionate about its delivery of high-quality, aggressive, proactive solutions with the objective of helping our clients balance benefits with the bottom line.

Leggette’s actuaries, consultants, senior administrators, and programmers all strive to provide our client base with the most accurate, timely, and personalized reporting available. Our professional consulting staff focuses exclusively on the rapidly changing area of qualified, corporate retirement planning. It is for these reasons that Leggette enjoys over 30 years continued success.

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