Cost-Competitive TPA Actuaries & Associates emphasizes extremely competitive fees for retirement plan administration, positioning them as a cost-effective option for employers prioritizing price. Sales opportunity: highlight value-for-cost in mid-market retirement plans and explore expanding services to budget-conscious Texas-based employers.

Texas Focus With offices in Amarillo and El Paso and a stated commitment to Texas employers, there is a regional advantage to cross-sell additional services to local businesses and expand referrals within the Texas market.

Full-Service TPA Core offerings cover design, valuation, recordkeeping, nondiscrimination testing, and governmental reporting, plus self-directed brokerage familiarity. Sales angle: position as a one-stop shop for small to mid-size plans seeking streamlined administration and expert plan design.

Investments Partnerships Plans routinely invest assets with major providers (John Hancock, Principal, Voya, Vanguard, etc.), indicating established vendor relationships and potential for bundled or preferred-partner solutions. Opportunity: propose enhanced outsourced investment, fiduciary support, or education programs for plan sponsors.

Nationwide Service Footprint Although locally rooted, the firm services clients nationwide and operates with competitive pricing relative to larger TPAs. Sales strategy: leverage national reach for enterprise clientele while maintaining local consultative support, offering scalable service packages for growing employers.