IT & Cybersecurity Built for
Third-Party Administrators
Meet DOL cybersecurity requirements with confidence. Managed IT, Cybersecurity, and Private Cloud services designed for TPAs administering 401(k), profit sharing, cash balance, Section 125, and ESOP plans—built on decades of retirement plan industry experience.
Before Your Next Audit
Questions Worth Asking
If you scored your firm against DOL's 12 cybersecurity best practices today, how many would show gaps—and which ones concern you most?
When your IT provider configures your systems, do they understand the difference between a 401(k) recordkeeper integration and an ESOP valuation file transfer—or are you explaining your business to them?
If your administration system went down during a quarter-end deadline, how long would it take your IT provider to respond—and do you have that commitment in writing?
If you discovered unauthorized access to participant data tomorrow, do you have a notification process that would satisfy your clients, your carriers, and the DOL?
Not sure where you stand? Let's find out together (opens in new tab).
Three Ways We Support TPAs
Everything you need to run secure, ERISA-compliant operations and protect participant data.
Managed IT
24/7 monitoring, help desk, and infrastructure management tailored for TPA workflows. Your dedicated service desk manager knows your systems and team.
Cybersecurity
DOL-aligned security addressing all 12 EBSA cybersecurity best practices. Protect participant PII and demonstrate fiduciary compliance to plan sponsors.
Private Cloud
U.S.-based dedicated infrastructure in a Tier III datacenter. Full data sovereignty and control for TPAs with strict compliance requirements.
Why TPAs Choose Us
We understand ERISA obligations, DOL audit requirements, and the fiduciary responsibility you carry.
Deep TPA Industry Knowledge
Our leadership spent nearly two decades as CIO and CTO at multiple national TPA companies, building systems that managed billions in assets for hundreds of thousands of participants across 401(k), profit sharing, cash balance, and ESOP plans. We understand Form 5500 deadlines, participant data protection, and the specific audit standards TPAs face.
DOL Cybersecurity Compliance
The Department of Labor's EBSA guidance outlines 12 cybersecurity best practices for ERISA plan fiduciaries. Our services are designed to help you meet every requirement—from formal security programs and risk assessments to incident response and encryption standards.
Your Dedicated Service Desk Manager
No rotating technicians. No explaining your setup every time you call. Each client gets a dedicated service desk manager who knows your technology stack, your team, and your workflows—making every interaction personalized and seamless.
ERISA & Fiduciary Support
As a 3(16) administrator or ERISA fiduciary, cybersecurity failures create personal liability. Our solutions document your compliance efforts, protecting both participant data and your fiduciary standing during plan sponsor reviews and DOL audits.
U.S.-Based Team & Infrastructure
Your data stays in a California-based Tier III datacenter with ISO 27001, SOC 1/2, NIST 800-53, and PCI DSS compliance. Our practices align with these standards to support your compliance journey. Our entire support team is U.S.-based—no offshore call centers.
Experience with Major TPA Platforms
Our team has deployed and supported major TPA software platforms—plan administration systems, compliance testing tools, document generation, and recordkeeper integrations. No learning curve. No generic IT approaches that don't fit your workflows.
Platform Experience
Our team has hands-on experience with the software that powers TPA operations.
IT Solutions for TPA Firms
Discover how we help Third Party Administrator firms work smarter, safer, and faster. Learn about our unique approach to Managed IT, cybersecurity, and private cloud—including AI-powered monitoring, a dedicated help desk team, and real-world success stories.
Ready to Meet DOL Cybersecurity Requirements?
Get a free assessment of your current IT and security posture against DOL guidelines.
Book Free IT & Cyber Assessment (opens in new tab)