Third-Party Administrator (TPA)

Expert retirement plan administration, compliance, and custom design.

A couple shaking hands with a professional man while sitting at a table indoors.

Retirement Plan Third-Party Administrator

Are you worried about keeping up with your Employee Benefit Plans? Retirement plans are a highly technical field and keeping up with industry changes, best practices, compliance, and other administrative burdens can be overwhelming. Working with Haynie as your TPA means less for you to worry about when it comes to regulatory oversight from the Department of Labor and Internal Revenue Service.

When it comes to employer-sponsored retirement plans, every situation is different. Whether your goal is to attract and retain the best employees or maximize retirement plan contributions and tax savings, Haynie & Company CPAs are uniquely qualified to help you tailor your company’s retirement plan to your specific needs. Our custom solutions adapt as your business needs grow and change.

Schedule a Consultation

What Haynie TPA Can Administer

We manage a full spectrum of employer-sponsored retirement plans tailored to your tax strategy and employee needs. Our expertise include:

  • 401(k) plans
  • 403(b) plans
  • Profit sharing plans, including integrated and cross-tested plans
  • Defined benefit plans, including cash balance plans
  • Combo 401(k) and defined benefit plans

How Can Your Haynie TPA Help?

From initial plan design to ongoing compliance and daily operations, we take the administrative burden off your plate.

  • Plan Setup: Including Plan Design, Plan Documents & Plan Installation
  • Annual Plan Administration: Including Annual Census, Testing, Reporting & Trust Accounting
  • Consulting: Including Amendments & Maximizing Contributions
  • Participant Transactions: Including Distributions & Loans

See What Our Clients Are Saying

The people are kind, honest, and professional. A family friend referred us to Brett Jensen two years ago and it has been nothing but wonderful working with him. Best decision we have made for our business and personal taxes!

Marti Jakala

We know we can trust Brian and team at Haynie & Company with all our personal and business accounting needs. They are always helpful, timely, and professional.

Sarah Barton

After the passing of my accountant of over 10 years, I was left wondering where I would find another firm that would offer the same attention to detail and sincerity that I was accustomed to receiving. They picked up where my last accountant left off and my experience has been great! They are up to speed and very knowledgeable in an industry that is constantly changing. I’ve recommended them to family and friends and will continue to do so!

Chris Ross

Haynie & Company has been my accountant for many years and came highly recommended to me by an attorney. What is most impressive about this professional organization is how easily accessible they are to any accounting questions or concerns I may have. My office manager works directly with Denisse who is always prompt, helpful and friendly.

Eric S. Schaffer, MD FACS

Haynie & company have been doing our personal and corporate tax returns for 15 years. We are so pleased and confident in their work. Emily is the person we deal with directly, she is fabulous. Emily is so patience and always has the answer for our questions. We would highly recommend Emily.

Todd Rapp

I just have to tell you guys, I don’t know how we got so lucky to have you guys on our team!!!! I am so glad we picked you guys over the other company. I just love you guys and I am so thankful for the care and time you are putting into our business!

Misty Harmon
Red and white stylized rabbit logo design representing speed and precision.

Get In Touch

Contact Us
Back To Top