• Home
• About PATA
  • Bio
  • What is a TPA?
  • Partner with PATA
• Reasons to Have a Qualified Plan
• Fiduciary Responsibility
  • ERISA Bonding
  • 404c
• Types of Plans
  • Traditional 401K Plan
  • Solo 401K Plan
  • Safe Harbor 401K Plan
  • Profit Sharing Plan
  • Defined Benefit Plan
  • Solo vs. Sep
• Contribution Deadlines
• Fees / Online Payments
• Documents and Amendments
• Pension Limits
• Plan Distributions
  • Distribution
  • Rollover Rules
  • RMD
  • Automatic Rollover
• Pension Loans
• Links
• Newsletter (Provided by IRS)
• Contact PATA
•  

Partner with PATA  

PATA generates business mainly through professional referrals… it doesn’t benefit PATA to knock on the door of a business and ask if they need a pension plan.  The CPA, financial advisor, or attorney who knows the client’s situation with regards to how their business is progressing is the one who suggests to the client that a retirement plan may be something to think about.  It is then that PATA is brought into the equation to perform the TPA work that is associated with a pension plan. 

If you are considering creating a relationship with a pension TPA or are dissatisfied with the current TPA you work with, call or email PATA and see if you “click” with PATAs philosophy. 

Here are some points about PATA: 

• PATA has been in business since 1983 administering retirement plans for closely held corporations, sole proprietors, and self employed individuals
• Personal long term client relationships is what keeps PATA in business
• PATA does not revenue share.  A base annual fee plus participant charges is how PATA invoices its clients. (ala carte fees such as loan documents and distribution packages are invoiced when needed)
• PATAs fees are middle of the road…competitive.  To keep a client happy PATA will continue along the same fee schedule the client is used to.
• PATA sells no product, no stocks or bonds, mutual funds or insurance. 
• PATA performs timely administration

 Explore your possibilities… pension plans have become an integral part of most businesses.  PATA hopes to be your TPA. 

Contact PATA to see if your business and PATA can create an alliance to better serve your client’s pension needs. 

Contact PATA to see if your business and PATA can create an alliance to better serve your client’s pension needs.