Modern Wealth Management, LLC

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Third Party Administration and Fiduciary Consulting - Modern Wealth Management You are using an outdated browser. Please upgrade your browser to improve your experience. Client Login Locations Services Financial Planning Investments Taxes Estate Planning Insurance Company Retirement Plans Education Articles, Videos, More America s Wealth Management Show Events The Modern Confidence Score About About Team All Staff Leadership Advisors Advisor Partnerships Modern Women Locations Careers Client Login Contact Us See Our Schedule Toggle navigation Modern Wealth Business Third Party Administration Fiduciary Consulting Services Third Party Administration Compliant design, operation, and administration of your retirement plan. Retirement Plan Specialists With both investment advisory and TPA services at Modern Wealth it helps ensure good communication with all aspects of your retirement plan and creates efficiencies which improves the service you receive. Providing TPA services in-house allows us to have more control over the timing of employer contribution calculations, plan amendments, etc. Third Party Administration Services Plan Design Document Creation Compliance Testing Form 5500 8955-SSA Preparation of Required Notices Distribution Loan Servicing Error Correction Services Audit Assistance Our Process Welcome Meet your TPA specialist and learn what to expect from the plan services experience Discover Gather plan documents and historical information Prepare Evaluate current plan

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