ShahTPA brings retirement expertise, disciplined workflows and technology-enabled delivery together to help TPA firms manage complex plan operations with greater clarity and consistency.
The service model is designed for TPA environments where accuracy, repeatability, communication and turnaround matter as much as technical expertise.
Support across eligibility, enrollment, contributions, payroll and trust reconciliation, census review, participant administration, distributions, loans and RMD workflows.
Structured support for ADP/ACP, top-heavy, coverage, 410(b), 415, 401(a)(4), corrective calculations and related compliance workflows.
Operational support for Form 5500, 5500-SF, Form 5330, 8955-SSA, audit support and related filing preparation workflows.
Support for Defined Benefit and Cash Balance environments, including census and contribution reconciliation, valuation support, plan documentation and specialized administration.
Data-focused workflows that connect source information, review, reconciliation, exception handling and controlled completion.
Technology-aware delivery that can align people, process and systems through structured workflows, automation opportunities, operational visibility and scalable execution.
Good retirement operations are not only about knowing the rules. They are about creating a repeatable path from information to action.
Clarify plan requirements, source data, deadlines and operational dependencies.
Turn requirements into defined workflows, checkpoints, ownership and deliverables.
Work through controlled processes with review, reconciliation and clear communication.
Identify bottlenecks and opportunities to improve consistency, visibility and scale.
People create the expertise. Processes create the consistency. Technology creates the scale.
Engagements can be shaped around a specific workflow, a recurring operational function, dedicated resources, or a longer-term delivery partnership.
Bring in focused capacity for specialized work, operational overflow, deadlines or defined retirement workflows.
Build a dedicated delivery layer around your operating model with scalable staffing, structured QA and long-term workflow alignment.
Tell us what you are trying to improve—plan administration, compliance, reconciliation, filings, specialized support, or operational capacity—and we can start with the workflow.
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