Third-Party Administrators

Take a Hands-Off Approach to Growing Your Wealth

Trust our third-party administrators serving Kalamazoo, MI and beyond

Offering your employees a stable retirement plan can boost retention and ensure longevity among your staff. But with multiple employees, it can be hard to manage, track and report them all yourself. That’s why Gasaway Investment Advisors partners with third-party administrators in Kalamazoo, MI and surrounding areas. 

Our experienced admins can develop a plan that meets the goals of your company and then regularly review the provisions to make sure that the plan continues to meet those goals. They also perform annual tests to prove compliance with regulations, including ADP/ACP, general non-discrimination and any other coverage testing that may be required. They’ll even prepare and file the annual 5500 form on your behalf.

Get in touch with us today to learn more about our third-party plan consulting services.

Easily stay in the loop

Plan consulting services with our third-party administrators is the best way to manage your company’s offerings and your participant's plans. They’ll establish and maintain a participant account for each plan, tracking contributions, distributions, and any gains or losses. You and your employees can stay in the loop through our…

• Website - We provide access for employees to get account information and make changes 24 hours a day. 
• Call center – Our admins can answer questions about participant plans or pass the call on to either your local advisor or our internal advisors. 
• Statements – Participants receive easy-to-read and customizable quarterly statements outlining their plans and current finances. 

We have added an additional layer of protection to safeguard your private information. This simply means that when you call our office or log into your account online, a one-time code will be sent to your phone number to verify your identity.