TPA Services

Keeping up with all of the administrative filings, statements, and testing for your 401k profit sharing plan can overwhelm even the most organized of founders and executives. With the number of provisions and regulations in place, you need an expert to help you out.

At McAuley & Crandall, we can provide third-party administration of these duties, allowing you to focus on what you’re best at. With us, what may have felt like days’ worth of work can instantly turn into just a few minutes of commitment on your end.

How We Work

We will prepare your plan’s annual financials and required 5500 government filings, maintain and ready individual participant statements, perform the required testing, and calculate plan contributions in accordance with your plan’s provisions. This annual accounting will provide a comprehensive overview to ensure you miss nothing in your profit sharing plan.

This complex part of your business needn’t bog you down with tasks someone else can handle much quicker and with much more experience. Contact us today so we can assist you with the specific provisions in your 401k profit sharing plan.

 

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