TPA Solutions

CEP Consultants, Inc. provides complete third-party administrator (TPA) services for defined contribution (401(k), profit sharing) and defined benefit (and cash balance) plans. We are also available to fill the missing gaps of your existing service arrangement.

CEP will assign to your plan a dedicated consultant, providing for continuity and a personalized experience. Our experts are highly skilled, versatile, and ask the right questions to ensure your work is completed thoroughly, accurately, and timely.

Our TPA solutions include:

  • Contribution calculations and non-discrimination testing
  • Determining eligibility and vesting
  • Recordkeeping pooled and/or participant-directed plan investments
  • Preparation of government forms (ie – Form 5500)
  • Aggregate testing
  • Advanced plan design
  • Calculation of required minimum distributions
  • Special consulting projects