Cat Employer Advisor

SPS services and fee transparency support advisors, leveraging our value to build their businesses.

Advisors typically decide to make their first referral to SPS because our fee schedule has caught the attention of one of their clients. Advisors say they refer subsequent clients because of our responsiveness and exceptional client satisfaction. SPS fosters a small-firm feeling for the client/business and owner/employer by assigning a single point of contact in chorus with the large firm capabilities of supporting staff and a scaled price model.
SPS’s fee schedule deters competitors' access to advisor’s clients

Personalized service promotes client satisfaction and referrals for advisors

SPS is flexible in the way we collect data. We do not force clients through a portal which can be frustrating and time-consuming for the employer

SPS can integrate with payroll to eliminate competition from national payroll providers

For employers who do not want to pay a recordkeeper asset-based fee, SPS also administers plans which use pooled or self-directed brokerage accounts

SPS provides services for plans using all major recordkeepers and custodians with additional partnerships forming regularly
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SPS, the go-to retirement plan experts for tax advisors.

Your clients value your service, expertise, and judgement. And they expect these qualities in the professionals you work with. All of our CPA clients are assigned an ASPPA-credentialed administrator to ensure their clients are receiving responsive, expert advice related to their retirement plans.

With recent changes in retirement plan regulations, combining 401k plans with Cash Balance/Defined Benefit plans has been a hot topic for small business owners and their CPAs. SPS’s TPA and actuarial services for these plans ensures that your clients have a single point of contact for all retirement plan needs. The SPS difference:
All of your tax clients are assigned to a single administrator so you have a single, dedicated point of contact

Your client’s SPS administrator will consult with you too

Prioritize contribution calculations for CPA referred clients

SPS provides comprehensive Defined Contribution and Defined Benefit services

SPS works seamlessly with producing CPAs
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SPS helps Wholesalers close opportunities swiftly.

SPS offers a simplified and competitive fee structure. Compare us to other TPAs and see the difference. Our fee schedule is right on our website so you can quote, show, and reference TPA costs during meetings or presentations. We are not averse to taking on start-up or smaller plans because our retention rate is best in class. With SPS, advisors and their Plan Sponsor clients receive exceptional, dedicated customer service that is unmatched in the TPA marketplace. The SPS difference:
Proposals, fee quotes, and service agreements turned around within 2 hours

Streamlined fees allow you to quote services on the fly

Low costs are a door-opener to developing relationships with new advisors

SPS sponsors mutual events to connect wholesalers with advisors, CPAs, and Plan Sponsors
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Payroll Providers: Grow Your Business

Increase per client revenue by partnering with SPS.

SPS connects with a participating employer’s payroll website to deliver 401k data each payroll period directly to the 401k recordkeeper. This provides payroll clients with 180° or 360° integration as offered by large-scale, national payroll providers. Our services:
Save the client time by eliminating the need to log on to the recordkeeper to transmit contributions

Make checks to the custodian unnecessary

Enhance your client’s payroll experience

Improve marketing opportunities with MEPs
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