Ascensus

UnifyHR engages in consulting, payroll, employment, mail, administration and verification services.

Truist provides software and services for companies to manage their charitable programs and other philanthropic efforts.

Nyhart, an employee benefits consulting firm that provides retirement (defined contribution, defined benefit, and actuarial) and healthcare actuarial services.

Beneco is a leading provider of retirement, health, and ancillary benefit solutions to contractors that perform prevailing wage work.

HR Simplified is a third-party administration firm that services consumer-directed health (CDH) plans and provides COBRA administration. HR Simplified offers a full suite of pre-tax spending account administration options, COBRA & retiree billing solutions, and employee benefit compliance services, providing clients with access to exceptional service, technology, and educational materials at both the employer and participant levels.

United Retirement Plan Consultants is a financial services company that offers retirement planning, consulting, and administration services.

Wrangle is a provider of health & welfare Form 5500 preparation and related ERISA compliance services. Wrangle supports employee benefits brokers and plan sponsors across the U.S. by providing Form 5500 filing services for their clients.

INTAC provides complete administration of employer-sponsored retirement plans for about 3,000 small to mid-sized companies, their owners, key executives and employees. The firm understands what employers want and need in a retirement plan and delivers solutions through high quality client service—each retirement plan is designed, created, and proactively refined to meet each client’s goals while maximizing retirement benefits. INTAC also provides ongoing education to their clients and the professionals in the communities they service to ensure that they remain abreast of industry changes and issues.

QBI LLC operates as a third-party administration (TPA) firm. QBI LLC is a provider of Human Capital Management solutions. QBI LLC is a retirement plan administrators in the country and a regional payroll services provider.

SES Advisors operates as a consulting and investment banking company that evaluates, designs, funds, and maintains employee stock ownership plans (ESOP). It offers ESOP assessment, feasibility, financing, consulting, administration, education, and navigation services. The company also provides capital structuring, lender search and selection, financial memorandum preparation, proposal evaluation, compliance testing, plan audit assistance, deadline notification, annual report filing, voting instruction, and benefit form distribution services. It serves engineering firms, construction companies and contractors, auto dealerships, and materials handling companies.

Since 1979, their mission as been to provide comprehensive benefit administration solutions and unmatched customer service. They attribute their success to their passion and the high value they place on their relationships with clients and partners. Their niche is placing their clients and their employees first and looking at things from their point of view. BPC is small enough to care and large enough to do the job right.

ASPERIA Retirement Plan Solutions is a national Third Party Administration firm that provides Defined Contribution and Defined Benefit Administration services for small to mid-size employers.

Avintus is a provider of retirement plan administration and 3(16) fiduciary services for defined contribution and cash balance plans to clients nationwide in the manufacturing, hospitality, construction, technology, non-profit and professional services industries.

Chard Snyder provides employee benefit solutions to more than 1,400 employers throughout the United States in sectors that include Higher Education, Healthcare, Municipalities, Manufacturing, and Banking & Financial. With a 30-year track record of helping clients successfully navigate diverse and complex regulatory mandates, the firm assists employers and their employees in meeting their health benefit needs by making benefit plans easy to understand.

Qualified Plans provides plan design, consultation, compliance and administration services.

Polycomp Trust Co. is a non-traditional asset custodian for self-directed IRAs. Its trust services are typically used by individuals who want to invest IRA assets in unique non-traditional assets like real property, notes secured by deeds of trust, and limited liability company interests.

Dedicated Defined Benefit Services is a provider of defined benefit plans. Dedicated Defined Benefit Services supports high income clients and their financial advisors with the sale and servicing of Defined Benefit (DB) retirement plans. These plans can allow large tax deductions with annual plan contributions of $100,000+ for Independent Professionals, Small Business Owners and people with self-employment Income, including the income of a working spouse.

Matthews Benefit Group has provided actuarial and retirement plan consulting and administration services to small and mid-sized businesses, non-profit organizations and government entities throughout the country. Our in-house resources include a highly experienced staff composed of actuaries, compliance experts, benefits-trained accountants and retirement plan administration specialists. Matthews Benefit Group, Inc., does not sell financial products, and works with financial advisors, accountants and law firms to provide objective employee benefit advice to their client companies. We also work directly with plan sponsors, non-profit organizations and government entities to design new retirement plans, optimize existing plans, consult on compliance issues, and handle plan administration.

National Retirement Services is a provider of plan level compliance, administration, and actuarial services. National Retirement Services, Inc., which was founded in 2001 (with predecessor companies dating back to 1923), employs more than 60 individuals made up of ERISA and actuarial specialists. The firm supports advisor-sold defined contribution and defined benefit plans for over 2,000 clients in four locations (Huntington Beach, CA, Charlotte, NC, San Mateo, CA, and San Diego, CA). As a result of the acquisition, Ascensus will serve over 46,000 retirement plans.

In 1996, Robert and Thomas Kelley formed The Kelley Group as a general partnership. Later incorporated and renamed Retirement Educators, Inc., the company outsourced its two principals and a team of presenters to retirement plan providers across the United States. Typically servicing large providers such as banks, insurance companies, mutual fund firms and brokerage houses, the company has also worked with, and is pleased to continue doing business with, smaller providers on an occasional or even one-time basis. These smaller providers may be broker-dealers, asset management houses or third party admistrators (TPA's). In order to maintain our reputation in the industry, Retirement Educators guarantees our clients the following: Experienced, licensed and reliable presenters Meetings that meet or exceed the expectations of our clients (and their clients) with respect to presentation content and style Meetings delivered on time with minimal errors A prompt response and confirmation to all meeting requests Dependable equipment for our presenters A commitment to an annual review of all presenters and client relationships.

ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. The firm also offers a full range of consulting services including cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans. Now a part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner for retirement plan solutions and services.