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Specializing in the Administration of Employer Sponsored Qualified Retirement Plans

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At Carlson & Sevigny TPA Services, we work with employers that sponsor Qualified Retirement Plans (401(k) Profit Sharing Plans), from drafting Plan Documents to assisting with the annual administration. We work with employers interested in establishing new plans, as well as employers who currently sponsor plans and would like to make a change. As Third-Party Administrators, we work to keep your Plan Document in compliance with the ever changing legislative requirements.  In  addition, we prepare the annual compliance tests, Form 5500 and other year-end related tasks for your qualified plan.

The retirement plan area is complex and confusing, let us help you understand and operate your plan as efficiently and effectively as possible.

Carlson & Sevigny TPA Services strives to offer our clients timely and complete assistance with annual administration, a high level of customer service and timely notification of legislative changes that affect the operation of Defined Contribution Plans.