Schweitzer & Company, LLC
Services
Over 40 years of low-cost Third Party Administration services for businesses, plan sponsors, and financial advisors.
What We Offer
Retirement Plan Services
Plan Proposals
Retirement plan proposals, plan design guidance, and business data review to help determine the right fit for your needs.
Plan Installation
Preparation of plan documents based on the design you choose, including Cycle 4 restatements and required amendments.
Annual Administration
Annual Administration & Valuation Reports, employer and participant statement preparation, and ongoing plan support.
Compliance Testing
Discrimination Testing, Top Heavy Testing, and plan document updates to help keep your plan compliant with current pension tax law.
Actuarial Support
Actuarial Certifications, minimum funding contribution calculations, Required Minimum Distribution calculations, and related consulting.
Government Filings
5500-SF & 5500-EZ filing preparation, accompanying schedules, PBGC comprehensive premium filings, and beneficiary designation support.
Personalized TPA Support
For over 40 years Schweitzer & Company has been providing professional, low-cost Third Party Administration (TPA) services. We will assist you or your client in calculating the proper contribution and follow through with the timely preparation of government filings.
We take pride in the fact our company is large enough to offer a full array of TPA services, while remaining small enough to have a personal relationship with each of our clients. If you are interested in starting a new retirement plan or using our company to provide TPA service for your existing plan, please feel free to contact us.