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What We Do

401(k) Plan Services

At FPA Benefits, we provide innovative solutions, comprehensive consulting, and business value for plan sponsors and participants. Through our relationship with our broker-dealer, LPL Financial, we offer objective advice on how to structure a competitive qualified retirement plan that aligns with your business goals and cost parameters.

Serving as an objective guide for plan sponsors, we help them navigate through the maze of investment options, plan design considerations, participant education, vendor resources, and more. Our services include:

  • Plan Design Assistance
  • Fiduciary Support
  • Plan Benchmarking
  • Plan Participant Education
  • Fiduciary Plan Review
  • An Investment Policy Statement (IPS) draft.
  • An Analysis/Re-Build of the Plan Investment Lineup.
  • Worksite Financial Solutions
  • Recordkeeping

If you are a small business owner, an HR representative at a large company, or just have questions about the benefits of working with a retirement plan co-fiduciary, look no further. The professionals at our firm are here to help.

Cash Balance Pension Plan Services

For those companies that want to make tax deductible retirement plan contributions in excess of the 401(k) Profit Sharing Plan limits, we work with a legal, actuarial and third party administration firm to help design, implement, consult and administer cash balance pension plans in combination with 401(k) profit sharing plans.

Our network of industry professionals aims to ensure that your comprehensive corporate benefits needs aren’t just met - but exceeded.