Working Together

TD AMERITRADE Trust Company

TD Ameritrade Trust Company provides custody and reporting services to plan sponsors.

Investment Fiduciary

Using our TandemModels® software and selecting from a list of investment options which include an array of exchange-traded funds (ETFs)‚ investment fiduciaries design asset allocation models which provide diversified exposure to all major asset classes using index strategies. Each model targets a rate of return (earnings) which an employee may match to his or her retirement goal.

Third Party Administrator

Third party administrators‚ who use our proprietary‚ patent pending recordkeeping software‚ provide plan sponsors with administration services. Administration includes plan design and annual compliance.

Plan design is the blueprint for a company’s retirement program. Annual compliance is governed by the Internal Revenue Service (IRS) and the Department of Labor (DOL).

Complying with government regulations is often a daunting task which includes filing form 5500‚ drafting the summary plan description‚ and performing ADP‚ ACP‚ and top heavy testing.