With each employee averaging over 14 years in the retirement plan business, we have learned what it takes to not only be successful, but also how to help our clients be successful - by focusing on your needs.
Navigating the ever-changing maze of rules and regulations in retirement plans and translating those into a successful benefit plan for employers is our core focus.
Our employees' past include several shining examples of third party administration firms and employee benefit firms with exceptional levels of client retention and customer satisfaction/service levels. The most important principal we have learned is that client service must come first, and that while other firms may average 350 plans per administrator, we do not ever allow more than 100 plans per administrator. Client retention and client referrals have always been our proudest achievement, so please tell your colleagues about us!
Ongoing Retirement Plan administration and compliance testing
Non standardized 401(k)/Profit Sharing Plan documents - EGTRRA
Welfare Plan documents - 125, POP, FSA, HSA, Cafeteria Plan
Factor Admin
Phoenix, AZ
888-570-2679
Copyright © 2018 Factor Admin Group - All Rights Reserved.
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