As more local Third Party Administration (TPA) firms and retirement plan service providers are acquired by private equity and national organizations, the number of independent, relationship-focused firms continues to shrink. Similar to what we’ve seen across the CPA industry, many businesses are beginning to notice the difference — less personalized service, slower response times, and more standardized solutions.
At Johnson O’Connor Retirement Plan Services, we continue to believe there is significant value in working with a local TPA that prioritizes responsiveness, relationships, and tailored guidance.
As TPA, we act as an extension of your company, handling essential administrative functions while helping ensure cost-effectiveness and regulatory compliance. If you’re looking for a smoother, more responsive experience with your retirement plan, it may be time to take a fresh look at who supports the day-to-day administration of your plan.
At Johnson O’Connor, we provide:
- Personalized Service: Support tailored to your plan — not a one-size-fits-all process.
- Fast, Direct Communication: Work with a team you can actually reach — without layers of call centers.
- Compliance-Minded Guidance: Help stay ahead of testing requirements, corrections, and ever-changing retirement plan rules.
- Flexible Solutions: Customize plan designs and services to better fit the needs of your business.
- Practical Strategy: Assist in evaluating contribution allocations and plan design options as your business evolves.
- Community Knowledge: Understand the regional business environment and are invested in the communities we serve.
If you’d like, we’d be happy to schedule a quick conversation to review your current retirement plan service model and identify any gaps in responsiveness, compliance support, or strategic guidance.