Our retirement plan experts provide the foundation to help plan participants reach retirement readiness. We start by minimizing the costs and risks involved in the daily management of your retirement plan.
We’re here to protect your plan and minimize your risk. Vantage Benefits offers comprehensive plan fiduciary services, allowing plan sponsors to outsource as much responsibility for the plan’s discretionary administration and management as they choose. Our approach allows plan sponsors to relieve themselves of their fiduciary responsibilities and liability of running their retirement plan.
We name ourselves, Vantage Benefits, in the plan document as the Legal Plan Administrator and Named Fiduciary for the plan. We then perform the following duties:
We’re here to streamline your plan with experienced professionals, saving you time and money. Vantage Benefits is an independent Third Party Administrator. We specialize in corporate retirement plan administration, recordkeeping, and fiduciary services on a single platform.
We can provide all investment options, recordkeeping, administration, compliance, enrollment and education services, saving you time and money with one streamlined source for your retirement plan needs
We provide full fee disclosure so that you know exactly what you are paying for in the plan. You won’t find hidden costs or revenue sharing here—just a level fee platform that puts the plan and its participants’ best interests first
We assign a senior plan administrator to your plan, ensuring compliance with DOL and IRS regulations
Our skilled professionals provide complete, accurate daily valuation accounting and proper allocation of monies
We provide comprehensive educational materials, interactive risk analysis tools, and certified call center experts to help plan sponsors and advisors prepare participants for retirement readiness
We’re here to reduce plan costs and increase plan efficiencies. Vantage Benefits tracks all transactions related to the retirement plan. We utilize an open architecture recordkeeping platform, allowing the plan sponsor to select investments that are in the best interest of the plan participants, the plan sponsor, and the plan itself.
You choose the right plan design, investment options, and duties you wish to retain
Our partners offer mutual funds, separately managed accounts, collective trusts, and/or ETFs
We have an open architecture plan design with access to over 20,000 mutual funds, as well as ETFs, managed money solutions, and self-directed brokerage accounts
We return all revenue sharing we receive to the participant who generated it
Advisors can build custom investment models and trade across plans