In business for more than three decades, DB&Z offers a team of professionals who are experts in their fields. Their credentials represent years of education and experience.
Our team’s plan administration services include, among others:
Discrimination testing and processing of participant distributions and loans
Preparation of mandatory government forms, including 5500, 1099-R, PBGC and all schedules and actuarial certifications
Assistance with IRS and Department of Labor audits
Determination of benefits and contribution allocations, and filing of government forms for terminating plans
In short, we manage the details and complexities of your plan’s administration so you don’t have to.
Most firms have a similar list of services. But what sets us apart from other TPAs – quite honestly – is the way we perform these services. We think the best customer service is done on a first-name basis. We don’t shuffle our clients from one person to the next. You’ll work with one, assigned analyst, someone who will know your name, understand your plan and be able to offer the personalized service you deserve.
You won’t find a better TPA than Dunbar, Bender & Zapf. In fact, over the years we’ve had a few clients leave us for other providers, only to return when they realized the value they received from the DB&Z team. We’re gratified—and continue to be proud to serve them.