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Financial Third Party Administrators Resources

 
 

Circle Trust Company - circletrust.com

Mutual fund trading, retirement investments, assets management, trust services and self-directed brokerage

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Healthcare Data Management - healthaudit.com

HDM helps employers reduce the cost and risk of health benefits through its benefits auditing and recovery services

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Plan Design Consultants, Inc. - plandesign.com

A third party administration company: daily-valued 401(k) plans, Cafeteria (or Sec 125) plans, Profit Sharing and other retirement plans. Over 300 investment options from 20 fund families. Specialize in 401k plans for Internet and high tech start-ups

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MedValue Offshore Solutions - medvaluebpo.com

Medical billing company that conducts an assessment of client operations and profitability and compares it to peers and benchmarks in the industry

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Creative Benefits, Inc. - crbenefits.com

Cost-effective service in Section 125 consulting, administration of Cafeteria Plans, HIPAA and Cobra

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