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Our Advantage

Our People Make the Difference

"My plan administrator is WONDERFUL! She is kind and helpful and always makes time for me. And for me, she is a mathematical genius!!"

Why United Retirement

  • National network and Local experts. We are the leading national provider for retirement plan design, consulting, and administration services for small to mid-size employers. With sales and service centers located across the country, United Retirement delivers local services to its 8,500 clients, backed by the strength of its national resources—people, technology and operational protocol. National network. Local experts. 

  • Our Advantage. We are a non-producing TPA, meaning we partner with our financial intermediaries on client engagements and don’t compete with them for investment or insurance sales. And, we are product and platform agnostic, meaning we can work on any type of qualified or non-qualified retirement plan, regardless of size, on any insurance or open architecture daily valuation platform, or with any brokerage account platform in a balance forward arrangement. 

  • Our Expertise. Our primary resource is our people. Our national team of 250 credentialed experts (Enrolled Actuaries, ERISA Attorneys, Retirement Consultants, etc.) works together to ensure our clients are maximizing retirement savings opportunities and minimizing taxes. Our people present at industry conferences, serve on ASPPA committees, and have been published in national trade journals. We host numerous informational webinars for clients and financial intermediaries on industry hot topics, plan design, etc. and offer client updates though our quarterly newsletters.

  • The Scope of Our Services. Our extensive collection of expertise allows us to offer a wide range of retirement plan services, from basic to sophisticated plan design, through annual compliance and administration services for any plan size, to general consulting services. Our services are delivered locally and custom tailored to meet each clients' needs, including plan design, plan document preparation, compliance and administration, participant servicing, and reporting.

  • Our Commitment to Maximizing Value. Our consultants work with our clients and advisors to provide retirement plan solutions that maximize value. Whether our clients are looking for a complex plan design or set of plans (i.e. DC/DB combo) to serve a very specific purpose, or a more simple straight-forward approach, we work to design and implement a solution that is best suited to meet each client’s goals and objectives in the most cost-effective and tax efficient manner.

  • Our Experience. We have the experience necessary to provide our services accurately and efficiently.  And, we have the confidence that it is right, as all of our work is completed on our national technology and operations platform for client servicing and reporting. We service 8,500 clients with $12.5 billion in retirement plan assets and have experience in designing and administering retirement plans for businesses of all types and sizes. Through personal attention and a technical knowledge of the IRS and DOL regulations, we can work together to find the best solutions for our clients and their plans. 

  • Our Relationships. We value personal relationships and, as an independent TPA, we are able to truly advocate for our clients and financial intermediary partners. You can call or email us directly anytime for any reason.

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