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Back-office support for pension professionals

Outsourcing that becomes part of your team.

Defined benefit, cash balance, valuations, distributions and day-to-day production, handled by trained, credentialed people who care about getting it right.

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Send work at 5 p.m.

Review it, done, at 9 a.m. the next morning.

Why firms trust us:

  • ASPPA-credentialed
  • Reviewed in-house
  • U.S.-guided security
  • DB & actuarial depth
  • Built by a TPA

The problem

The work keeps growing. The labor pool doesn't.

The TPAs we know are fighting the same battle: more plans, tighter deadlines, and experienced administrators getting harder to find and keep. Busy season becomes burnout season, and growth starts to feel like a threat instead of a win.

TPA Stack exists so the work gets done accurately, on time, and without grinding down the team you already have.

Who we help

Built for firms like yours

The TPA Stack team outside the office

Most common

Growing independent TPAs

Add experienced capacity without the long runway of hiring and training. Protect your team from busy-season burnout.

Support for growing TPAs

Larger established firms

Outsourcing with less friction and less hand-holding. Strong continuity, clear communication, and real depth in DB and actuarial work. Outsourcing for established firms

Pension actuaries & DB teams

Valuations, cash balance and defined benefit support from people who actually do this work, reviewed under enrolled-actuary oversight. Defined benefit & actuarial support

Core services

What we take off your plate

Full production support across the plan types and tasks that eat your team's time.

Back-office production support

The day-to-day production load, data, reconciliations, testing prep and more, handled by a dedicated team trained on your workflow.

401(k) compliance testing

Compliance testing & contribution allocations.

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Distribution & loan processing

Stop letting transactions pile up for the weekend.

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Specialist depth

Defined benefit & cash balance administration

Full DB and cash balance administration plus valuations and actuarial support, reviewed under enrolled-actuary oversight. Real specialists, not generalists learning on your plans.

Valuations & actuarial support included

Why we're different

Outsourcing that feels in-house

No layer in between

Real people, direct access

No layers of account management, no ticket portals. You communicate directly with the people handling your plans, trained on your standards and part of your firm, like a department down the hall.

No account managers • No ticket queues

See why we're different

Overnight progress

Files keep moving after your day ends. Send work at 5 p.m., review it ready at 9 a.m.

Continuity you can count on

Our shadow-team model builds bench strength behind every role, so growth or turnover never forces a reset.

U.S.-guided oversight

Training, quality review and information security stay anchored on the U.S. side.

What partners say

“

My longest-service employee just told me there is no way that he’d be doing the volume of work that he’s doing without the TPA Stack team. They are wonderful and the work is excellent.

— Dan, TPA principal

“

Busy season used to mean nights and weekends for my whole office. This year we sent work over at five, reviewed it at nine, and filed every 5500 on time without burning anyone out.

— Maria, TPA owner

“

What sold me was meeting the people doing the work. They know our plans by name, they flag anything odd instead of guessing, and the DB calculations come back ready for review.

— Greg, enrolled actuary

How it works

Getting started is simpler than you think

01

Discovery

Tell us where the pressure is.

02

Meet your team

The people who'll do the work.

03

Onboarding

Trained on your software & standards.

04

Direct relationship

No queues, no telephone game.

05

Scale as needed

Start small, grow from there.

Most firms start small, a handful of plans, and grow from there.

Team member smiling at their desk

Our story

Built inside a working TPA

TPA Stack didn’t start as an outsourcing company. It started as a working solution inside Cornerstone Retirement, a U.S. TPA facing the same capacity crunch you are. The model worked so well it became a business. We don’t just sell this service, we run our own firm on it.

Read our story

Why put off till tomorrow what can be done overnight?

Tell us where the pressure is. We'll tell you honestly how we can help and what it would look like.

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