Advisor Support

TSC focuses on what we do best – providing expert plan administration, compliance, and consulting services.  This means that we do not provide investments or investment services.  However, by working with the best investment professionals and advisors we can be confident that our clients receive the most comprehensive retirement plan support available.

A qualified and experienced financial advisor is one of the most important factors in driving the success of a qualified retirement plan.  We are dedicated to assisting financial advisors in the delivery of their services to retirement plan clients.

The retirement plan advisors that we work with understand the compliance requirements, fiduciary liabilities, and other responsibilities associated with sponsoring a retirement plan.  Retirement plan advisors help employers create a retirement plan that is customized to their business needs while at the same time helping employees plan for retirement.

TSC’s support for advisors goes way beyond providing high quality TPA services.  We have designed support tools to help advisors differentiate themselves in the market.  We offer no-charge customized plan design illustrations, including cross-tested and cash balance plan analysis.  Our proprietary TSC 401(k) Health Check is used by many advisors as part of their annual meetings with participants and plan sponsors.  We also host regularly-scheduled advisor meetings that help advisors stay informed about developments in the retirement plan industry.  These meetings include legislative and regulatory updates, customized plan design training, and updates from investment and recordkeeping providers.



Census Worksheet

To assist you in determining the right Plan for your clients, we would like to run a design illustration for you. Download the census worksheet found here, complete it and email the electronic file to or upload the file using our Secure FileSEND tool. If you have questions please contact our sales team.