Plan Sponsor Review Guide
When Plan Sponsors request cybersecurity or IT documentation, every detail counts.
We built resources that help Third-Party Administrator (TPA) firms prepare to respond with confidence — providing clarity, consistency, and verification tools that Plan Sponsors expect.
What Plan Sponsors Look For
Most review requests center on three things:
Data Protection: Encryption, MFA, and access controls.
System Reliability: Uptime, recovery, and continuity.
Control Evidence: Documented processes and accountability.
Plan Sponsors value structure and proof over perfection — a clear, repeatable process builds more trust than vague promises.
Show Your Controls with Confidence
Our framework provides standardized templates and documentation examples, aligned with SOC 2 and NIST requirements—so you present real evidence that reinforces your firm’s credibility.
Prepare Before They Ask
The most successful TPAs don’t wait for questionnaires to arrive.
We help firms design a structure for organizing IT policies, backup logs, audit trails, and network schematics—making it easier to stay Plan Sponsor–ready year-round, not just during audit season.
Backed by CRC Cloud
TPAIT is powered by CRC Cloud, a national leader in Managed IT, Cybersecurity, and Private Cloud solutions.
With 40+ years of IT experience and decades of insight into TPA operations, we understand the Plan Sponsor due diligence process — and built our platform to help firms meet it with clarity, speed, and confidence.
