Consulting

Whether it is helping a business owner reduce risk, plan costs, and improve investment options, or helping an advisor or RIA improve their 401k marketability — ProTPA offers comprehensive retirement consulting.

Quoting

Quoting a retirement plan can be difficult and time consuming. Let ProTPA simplify the process — we provide complete quotes for our advisors and simplify the process, allowing our advisors to focus on meeting with clients and closing sales.

Administration and Record Keeping

We offer top-to-bottom record keeping and administration for 401k, 403b, and cash balance/defined benefit plans. All of our plans receive a direct line to their dedicated plan administrator — that means that advisors, business owners, and participants always call the same person for their plan.

Payroll, HR, Health Benefits

For business that want a bundled, outsourced solution — we offer complete Payroll, HR, and health benefits services. We can save you time and money by offering a complete package.

Risk Management

For companies and advisors that want to reduce their fiduciary risk, ProTPA offers investment management services that allow us to act as the fiduciary for plan investments. Whether it be platform selection, fund selection, or a acting as a manager of managers — ProTPA can offer a solution that will help reduce your fiduciary risk as a business owner or as the financial advisor on a plan.

E. S. Beveridge & Associates, Inc. • P.O. Box 636, Mansfield, Ohio 44901 • 567-247-7639 x35 •