At Pinnacle Plan Design, we believe that your plan deserves responsive, collaborative and proactive service.  If you are receiving such service from your third-party administrator (TPA), we wish you and your firm continued success. However, if you are unhappy with your TPA’s level of service, you can replace them!

How to Replace Your Third-Party Administrator

Although replacing your TPA may seem like a burdensome and time consuming undertaking, Pinnacle is here to help you through the process.  We take a proactive approach and collaborate with the current TPA in order to make the takeover process as painless as possible.

Here’s the process:

• Contact Pinnacle Plan Design
• We will perform a complimentary high-level review of your plan
• We will draft a letter to be sent to your current TPA, informing them of your decision to hire Pinnacle Plan Design. The letter asks their cooperation in transmitting the documents that Pinnacle requests.
• We will gather all of the necessary information pertaining to your plan, such as plan documents, financial statements, annual reports, etc.
• Once all of the information has been collected, the takeover process is complete.

Contact Us

Remember, you hired a TPA to help service your company’s retirement plan.  If that service is lacking, be sure to contact Pinnacle Plan Design.

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.