Experience, integrity, and personalized retirement plan solutions backed by decades of expertise
P&A Retirement Plan Services is an independent firm dedicated exclusively to providing exceptional retirement plan solutions. With decades of combined experience in the financial services industry, we bring deep expertise and a focused commitment to retirement plan administration and advisory services.
With decades of experience in the financial services industry, we understand that every retirement plan is unique. Our team of dedicated professionals works closely with plan sponsors, advisors, and participants to deliver customized solutions that meet your specific needs and regulatory requirements.
We build lasting relationships based on trust and transparency
We leverage technology to streamline administration and enhance service
We maintain the highest standards of fiduciary responsibility
From plan design to daily administration, we provide the full spectrum of retirement plan services to help you succeed
Comprehensive support for financial advisors including plan consulting, investment advisory, and compliance assistance.
Explore ServiceFlexible retirement plan solutions with access to multiple recordkeeping platforms and investment options.
Explore ServiceAccurate, efficient recordkeeping services that simplify administration and ensure regulatory compliance.
Explore ServiceExpert TPA services including plan design, compliance testing, and government reporting.
Explore ServiceBenefit from our extensive experience in retirement plan administration and compliance
Work with dedicated professionals who understand your unique needs and objectives
Access modern platforms and tools that streamline operations and enhance participant experience
Receive end-to-end service from plan design through daily administration and reporting
Stay current with complex regulations and minimize fiduciary risk
Choose from multiple platforms and investment options to meet your specific requirements
Let's discuss how P&A Retirement Plan Services can support your retirement plan needs