Tri-State Plan Administration, Inc.

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Description

  • TPA was founded in 1987 to provide exceptional retirement plan administration to meet the needs of small and medium-sized employers. These companies have been at the heart of our mission ever since, motivating us to design and administer custom plans that help businesses and their employers effectively save for retirement. At TPA we celebrate that every business is unique and understand that their reasons for establishing a retirement plan vary as do their workforce demographic, product, service, and business cycle.No matter your size, industry, business model, or ownership structure we help you to craft, implement and maintain a plan that fits your specific needs. As your business grows and changes, we continually work with you to reassess your plan and make sure it continues to meet your needs. We execute the often tedious day-to-day operations of retirement plan administration so you can focus on your business. TPA will be your partner on your companys journey to retirement success.Plans administered include but are not limited to: 401(k) plans (including those with Safe Harbor and Roth provisions), Defined Benefit Plans, Profit Sharing Plans, and plans with special provisions such as cross-testing or age-weighted allocation formulas.
  • location

    Headquarters:30 Garfield Place Suite 520, Cincinnati, Ohio, United States

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  • Tri-State Plan Administration, Inc. phone

    Phone Number: +1 513-651-1880

  • Tri-State Plan Administration, Inc. website

    Website: https://www.tri-stateplan.com

  • Tri-State Plan Administration, Inc. employees

    Employees:9

  • Tri-State Plan Administration, Inc. revenue

    Revenue:$1 - 10M

  • Tri-State Plan Administration, Inc. legal name

    Legal Name:Tri-State Plan Administration, Inc.

  • Tri-State Plan Administration, Inc.'s Social Media

    Tri-State Plan Administration, Inc. linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

President Founder for Tri-State Plan Administration, Inc.

Laura Murrer

President Founder

Person level website visitor identification

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View Employees

Laura Murrer

President Founder

Jackie Dowling

Fund Manager

Frequently Asked Questions regarding Tri-State Plan Administration, Inc.

  • Where are Tri-State Plan Administration, Inc.'s Headquarters?

    Tri-State Plan Administration, Inc.'s Headquarters are in 30 Garfield Place Suite 520,Cincinnati,Ohio,United States

  • What is Tri-State Plan Administration, Inc.'s phone number?

    Tri-State Plan Administration, Inc.'s phone number is +1 513-651-1880

  • What is Tri-State Plan Administration, Inc.'s official website?

    Tri-State Plan Administration, Inc.'s official website is https://www.tri-stateplan.com

  • What is Tri-State Plan Administration, Inc.'s Revenue?

    Tri-State Plan Administration, Inc.'s revenue is $1 - 10M

  • What is Tri-State Plan Administration, Inc.'s NAICS code?

    Tri-State Plan Administration, Inc.'s NAICS code is 523930

  • How many employees are working in Tri-State Plan Administration, Inc.

    Tri-State Plan Administration, Inc. has 9 employees

  • What is Tri-State Plan Administration, Inc.'s Industry?

    Tri-State Plan Administration, Inc. is in the industry of Accounting

  • Who is Tri-State Plan Administration, Inc.'s President Founder?

    Tri-State Plan Administration, Inc.'s President Founder is Laura Murrer

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