Actuarial Consultants, Inc. (ACI)

Region(s) Served: Southern California

Actuarial Consultants, Inc. (ACI) offers a full range of retirement plan consulting including design, documentation and administration services for a wide range of qualified plans, including 401(k), profit sharing, traditional and cash balance defined benefit, and money purchase pension plans, and fiduciary compliance consulting. Our staff includes enrolled actuaries, pension consultants and administrators as well as a stellar support team.

Founded by Pat Byrnes in 1983, ACI is a consulting firm dedicated to helping clients recruit, reward, and retain the right people. Pat established ACI to provide innovative solutions to the challenges faced by his clients. Pat is a past president of the American Society of Pension Professionals and Actuaries (ASPPA) as well as an MSPA, MAAA, EA and Founding Director of the College of Pension Actuaries (COPA). His commitment to technical expertise, hard work and client service continues to serve as the foundation for the firm today.

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

Premier Retirement Services, Inc.

Region(s) Served: Oregon

In October 2006, Dianna A. Ray, QKA and Paul S. Hartwig, QKA founded Premier Retirement Services, Inc. and were joined by Michelle Siewell. All three shareholders previously worked together at Cascade Pension Services and combined, have over fifty years of experience working with qualified retirement plans.

Where we differentiate ourselves from others is our service. We go above and beyond the typical TPA service, striving to build relationships and value to our clients as well as encouraging innovation and further efficiency to your plan year after year. We offer and encourage our clients to meet with a consultant at least once a year, in person, to review their plan and plan attributes. Meeting one on one and face to face, helps our consultants customize to each client’s individual needs.

We specialize in plan design consulting, plan document preparation and maintenance, annual administrative reports, including 5500 tax filing preparation and IRS /DOL audit support, trust accounting, compliance testing, as well as all responsibilities you would expect from a full service TPA firm.

Paul Hartwig and Dianna Ray received their QKA from ASPPA. Other staff members are currently working towards accreditation by taking ASPPA courses.

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).