Schweitzer & Company, LLC
Third Party Administration (TPA)
&
Plan Design Services
– Celebrating over 40 years of providing exceptional low-cost TPA services. –
About
Trusted TPA Support
For over 40 years Schweitzer & Company has been providing professional, low-cost Third Party Administration (TPA) services. We will assist you or your client in calculating the proper contribution and follow through with the timely preparation of government filings.
We take pride in the fact our company is large enough to offer a full array of TPA services, while remaining small enough to have a personal relationship with each of our clients. If you are interested in starting a new retirement plan or using our company to provide TPA service for your existing plan, please feel free to send us a message. We will gladly assist you or your client with choosing the right plan(s) that meet the requirements of the business.
Services
What We Provide
Retirement plan administration, actuarial support, and consulting services tailored to businesses, plan sponsors, and advisors.
Plan Administration
Each year we will prepare an Administration Report illustrating the provisions, values, and requirements of the plan.
Plan Installation
Once you review your proposal, we will prepare the plan documents based on the design you desire.
Plan Proposal
Contact us for a Business Data Form so we can prepare a retirement plan proposal that best suits your needs.
Startup Services
Practical support for new retirement plans and existing plans that need dependable third-party administration.
Resources & Downloads
Quick access to commonly requested forms, filing guidance, and instructional links.
EFAST Registration Instructional Video
Use this resource for guidance on EFAST registration and filing setup.
5500-EZ/SF e-sign instructions
Use this resource for guidance on 5500-EZ/SF e-sign filing.