“How will you make or save me money?” Fair question. Here’s the answer.
You win clients you couldn’t before.
Advanced designs like targeted cash balance and creative combo design let high-income owners shelter dramatically more than an off-the-shelf 401(k). That’s a proposal your competitors can’t match.
You keep the clients you have.
Proactive annual plan reviews catch when a design no longer fits a client’s business, before the client (or another advisor) notices.
You get your time back.
Accurate numbers the first time, fast proposal turnaround, and one contact who owns the answer. No chasing departments. No re-explaining the same plan three times.
You’ll hear from several of us. You only have to remember one.
Every advisor partnership includes a dedicated Advisor Concierge who knows your entire book of plans, your platforms, and how your clients like to communicate.
You will still hear from other people here. Documents come from the people who draft them, data requests from administration, invoices from billing. That is normal, and it is faster than funnelling everything through one inbox. What you never have to do is keep track of who sent what.
When you need something, that is where the single point of contact matters. An answer, a status, a decision, or just an email you have lost track of: you go to your Concierge and they take it from there. It runs one way on purpose, and it is the direction that counts.
Most TPAs When you Call
Cornerstone
You never have to navigate the org chart.
THE COMPLEX CASES
Yes. We do the complex work.
The obscure plan provision your old TPA couldn't handle. The owner with 3 entities and no desire to benefit 1 or 2 of them. The late retirement design that needs an actuary. Complex, less-common plan work is not our exception. It's our specialty. Others pass on it because it takes more hours and deeper expertise, not because it can't be done properly. We've never been afraid of hard work. If the regulations allow it, we'll build it.
Advisors who’ve made the switch.
“They tell it to you straight, they don’t shy away from hard work, they do everything accurately and with integrity.”
“They tell it to you straight, they don’t shy away from hard work, they do everything accurately and with integrity.”
“They tell it to you straight, they don’t shy away from hard work, they do everything accurately and with integrity.”
“They tell it to you straight, they don’t shy away from hard work, they do everything accurately and with integrity.”
Switching TPAs sounds painful. It isn’t, because we do it for you.
Most advisors tolerate a bad TPA for years because moving feels like work. Our transition process is built so the work lands on us. We pull the data, map the plans, and keep your clients’ experience seamless. One plan or your whole book.
Bring us your hardest case.
The fastest way to evaluate a TPA is to watch them think. Send us the client situation your current provider couldn't solve, and we'll show you what's possible.