TPAs & Strategic Plan Consultants

It all starts with communication. The SPC team has almost 30 years experience in the TPA world before founding Strategic Plan Consultants as an independent plan sponsor consultant. We are not a third party administrator - we partner with TPAs. We help clients streamline their initial process with plan design, consultation, & reviews to find the best long-term solution. We work with their existing TPA or new TPA to achieve the client's goals.

TPAs are an integral part of the retirement plan business. Plan Sponsors need a good TPA partner to manage their compliance, testing, and annual filings. SPC is proud to be a resource for TPAs as well as plan sponsors as a link to connect the dots to form a better long-term solution for clients.

Contact Strategic Plan Consultants today to see how we can help you grow your administration business and expand your reach with our clients...

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Client Consulting

Have a client who needs hands-on assistance or coaching? Need an extra hand explaining the new rules or regulations to clients? SPC can help you deepen your relationship with your clients.

401k Cheat Codes

Our YouTube channel is a great resource for TPAs who want a unique way to explain compliance topics to clients.

Like & Share with clients to enhance your relationship.

TPA Resources

Coming Soon... Printable / Downloadable PDF handouts you can use with clients to help explain some retirement plan types, options & possible solutions. Better information = better results for your client.

TPA Referral Network

Our TPA Referral network is specifically designed to match plan sponsors with TPAs who specialize in their area or type of plan. SPC helps plan sponsors of all sizes and types of plans. Join today...

TPA Referral Network - Providing better solutions for clients...

SPC and our 401k Cheat Codes (YouTube Channel) receives calls every week from plan sponsors who are simply looking for a TPA to administer their plan. Just like our advisor referral network, we have built a nationwide TPA Referral network to help match plan sponsors with TPAs who specialize in their geographic location & type of plan. Join our referral network today. Complete the contact form below to get started.

Join our TPA Referral Network

Please tell us about your firm:

What is your Service Area?

Which type(s) of plans do you currently administer? SPC would like to send you the referrals for the "best fit" for your business & team, rather than sending referrals for clients that don't match your desired client type(s).

What size plans are you Targeting? (Participant Count)

# of Participants

Do you have Actuaries on Staff?

Do you have Outside Sales Reps?

Do you provide 3(16) Services?

Do you provide Recordkeeping Services?

We would like to speak with you

Best time/day to contact you? (Central Time)