The ultimate high-tech 401(k).
Whether for a small business, one person shop, or Fortune 500 firm, we're ready to provide the finest retirement planning services on the market. Let's build momentum.
The only third party administrator integrating any payroll provider with any recordkeeper.
WHAT WE DO
We empower businesses of all sizes to offer top tier retirement plans to their employees. The retirement space is a complex ecosystem, difficult for businesses to navigate on their own. That's where we come in. We help clients cut through the administrative hassle and focus on what matters most to them: building momentum.
WHOM WE SERVE
If you're an advisor, CPA, wholesaler, business, or nonprofit, we've got your back.
We serve startups, single-employee professionals, and large corporations of any entity type. There's no business too small to offer five-star retirement benefits to its employee base.
We're proud to be the only third party administrator in the country that can integrate any payroll provider with any recordkeeper. Our fully integrated systems and other automations allow us to spend more time with referral partners and with clients. The time we spend together is all about understanding your needs without bugging you for data.
A B O U T
As a "third party administrator" (TPA), we empower businesses of all sizes to offer top tier retirement plans to their employees without having to think. We're the invisible partner, running the day-to-day aspects of maintenance and compliance. Specifically, we focus on recordkeeping, plan design, administration, consulting, and compliance.
Our staff are active, credentialed members of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). We stay up-to-date on new and pending legislation from D.C. to ensure our clients remain compliant.
Our clients maintain a wide variety of retirement plans, including 401(k), profit sharing, money purchase, defined benefit, cash balance, ESOPs, and 403(b). We work with sole-proprietors, partnerships, S-corporations, C-corporations, LLCs, professional service corporations and non-profit organizations.
O F F I C E S
LOS ANGELES, CALIFORNIA
(888) 865-7262 x2
1585 Kapiolani Blvd #1700
Honolulu, HI 96814
SAN JOSE, CALIFORNIA
5201 Great America Parkway
Santa Clara, California 95054
(888) 865-7262 x1
2020 East 70th St, Suite 100
Shreveport, Louisiana 71105
3060 Mercer University Dr Suite #200
Atlanta, Georgia 30341
© 2023 by Momenta Inc.