Your Trusted Partner in Retirement Plan Excellence

Experience, integrity, and personalized retirement plan solutions backed by decades of expertise

50+ Years

Industry Experience

Personalized

Service Approach

Fiduciary

Excellence

Comprehensive

Solutions

P&A Retirement Plan Services Office

Who We Are

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.

Partnership

We build lasting relationships based on trust and transparency

Innovation

We leverage technology to streamline administration and enhance service

Compliance

We maintain the highest standards of fiduciary responsibility

Comprehensive Retirement Plan Services

From plan design to daily administration, we provide the full spectrum of retirement plan services to help you succeed

Advisor Services

Comprehensive support for financial advisors including plan consulting, investment advisory, and compliance assistance.

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P&A Open Choice

Flexible retirement plan solutions with access to multiple recordkeeping platforms and investment options.

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Recordkeeping

Accurate, efficient recordkeeping services that simplify administration and ensure regulatory compliance.

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Third-Party Administration

Expert TPA services including plan design, compliance testing, and government reporting.

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Why Choose P&A Retirement Plan Services?

  • Decades of Expertise

    Benefit from our extensive experience in retirement plan administration and compliance

  • Personalized Service

    Work with dedicated professionals who understand your unique needs and objectives

  • Technology-Driven Solutions

    Access modern platforms and tools that streamline operations and enhance participant experience

  • Comprehensive Support

    Receive end-to-end service from plan design through daily administration and reporting

  • Regulatory Compliance

    Stay current with complex regulations and minimize fiduciary risk

  • Flexible Solutions

    Choose from multiple platforms and investment options to meet your specific requirements

Financial advisor consulting with clients

Ready to Partner With Us?

Let's discuss how P&A Retirement Plan Services can support your retirement plan needs