Shelley Holden's Company Details
Dublin, OH, US • 250 - 499 Employees
Financial Services
URPC is the largest national consulting third-party administration (TPA) firm. Our quality execution and volume of business means we have retirement plan administration down to a science. From basic to sophisticated, we deliver the most cost-effective and tax-efficient retirement plan solutions to over 8,000 clients. We leverage our national footprint with local expertise to deliver best-in-class retirement plan solutions.
Retirement plan design
administration and consulting
Cost-efficient 401(k) plans
Defined contribution
defined benefit and cash balance plans
Compliance Warranty (only one in our industry)
IRS/DOL plan audit assistance
ESOPs
SEPs/SIMPLEs
457(b)
Dedicated onboarding team
Payroll upload services
Limited scope 3(16) services
National team of sales consultants
web-based 401(k) plans
B2B
Financial Services
Financial Advisory Services