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Services – TPA Engine Skip to main content

TPA Engine provides a full suite of outsourcing services to TPA firms throughout the country.  TPA Engine helps drive TPA firm growth and profitability by acting as a complete “back office” for year-end compliance reporting, and freeing up consultants and administrators to provide personalized service to clients.

Outsourcing services provided by TPA Engine include:
  • Compliance Data Center (CDC) plan sponsor web portal for census data collection
  • A TPA Dashboard that is used to manage year-end compliance tasks and document all communications with our outsourcing staff
  • Trust Accounting
  • Contribution Calculations
  • Compliance Testing
  • Form 5500 Preparation
  • Distribution and Loan Processing
  • Plan Documents
With that comes:
  • Timely, responsive production support
  • Disaster Recovery/Business Continuity plans for uninterrupted performance
Business Process

Depending on the needs of the TPA firm, these services may be requested as a fully-bundled solution for year-end compliance reporting, or as a customized outsourcing solution that is tailored to the TPA firm’s service requirements.

We supply software and a creative mix of domestic and offshore labor to give TPAs an even playing field when competing against their largest, deep-pocketed competitors.

TPA Services
The benefits of our services include:
  • Enhanced profitability from lower costs
  • Preserving management time
  • Increased value-added services
  • High value services assigned to U.S. staff
  • Faster turnaround
  • Reduced overhead and occupancy costs
  • Capital preservation
  • Reduced business risk