TPA Services

We Focus on Your Needs and Objectives

Recordkeeping & Plan Administration

The Revzon Consulting Group provides Third Party Administrative services for both daily and non-daily valued retirement plans.

We're happy to work with your financial advisor of choice or we can assist you in finding one.

We'll work with your current daily valuation recordkeeper of choice or we can recommend one to you.

Our main goal is to save plan sponsors time and money on their TPA services.

We do not sell any investment products so we're able to focus on what's best to meet your needs and objectives.

Recordkeeping Services

Scope of Services

  • Plan Design Consultation
  • Plan Document preparation and maintenance. Includes prototype plan, adoption agreement, summary plan description and amendments.
  • Direct import from recordkeeper into Datair Recordkeeping system. We have the ability to import and export data directly between us and the daily recordkeeper which provides for better accuracy and efficiency in sharing data.
  • Census Analysis. We can provide services in reviewing participant data for eligibility, service, vesting and more.
  • Vesting Administration. Quarterly review of service and hours for processing and reporting.
  • Participant Loan Administration. Participant level loan processing, administration and ongoing maintenance.
  • Participant Withdrawal and Distribution Administration. Participant level processing of hardship and in-service withdrawals in addition to termination distribution requests.
  • Reporting and Participant Statements. We provide quarterly or annual plan valuations and participant statements. We can also provide services for contribution calculations and allocations when needed.
  • Annual Discrimination Testing. Full annual testing package and year-end allocation or refund processing.
  • Annual Form 5500 filing. Signature-ready year-end government filing with attachments and Summary Annual Report.

We'll work with the plan's accountant and/or auditors to make the annual audit more efficient.

We use the Datair Recordkeeping System, Document System and Reporting System. This allows all areas to be linked and share data automatically creating more efficiency.

Datair has also established synchronization with most daily valuation recordkeepers to download data directly to us to save us time and eliminate the potential for errors.

Experience and integrity—the underpinning of our TPA Services.
Our experience is made up of over 40 years in the Retirement Plan business.
Our integrity is acknowledged by our clients.

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"We have outsourced our internal audit function to Les and his firm by way of another company. His deep, hands-on experience in the trust and investment business provides him with a uniquely clear understanding of our Company and how it should be run consistent with state law and sound fiduciary principals."

Coastline Trust Company

Robert Gaumont / Chief Investment Officer

"Les has proven expertise in the wealth management operations field. His work is accurate and timely. He develops excellent rapport with clients and service delivery is consistent with customer expectations."

SerVus Consulting Group, Inc.

John Kluttz / President

"I have known and worked with Les Revzon for over 30 years and highly recommend Les for any consulting or operational engagement involving wealth management. He is expert in every aspect of the trust and bank compliance markets. Over the past few years, Thomson Reuters has called upon Les' expertise to help us explore new ventures in Employee Benefits as well as preview and advise us on a new Workflow Management offering for wealth management organizations. But Les is not only knowledgeable in his fields of expertise. He has the skills, abilities, charisma and know-how to successfully manage complex consulting and operational engagements."

Thomson Reuters ONESOURCE Trust Tax

Art Ridolfi / Executive Sales Manager

"Les provided us invaluable assistance in our trust system conversion. His trust background and keen eye for numbers were a tremendous asset. I enjoyed working with Les and quickly discovered that his integrity and expertise would allow me to rely on the accuracy of his work and focus on other areas of the conversion."

Choate, Hall & Stewart

Peter Quigley / Trust Operations Manager

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