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Compensation Systems, Inc. is an independent third-party administration (TPA) for employers' tax-qualified retirement plans throughout the United States. We administer these types of plans:

401(k)--Traditional and Roth
Safe Harbor 401(k)
Simple 401(k)
Individual 401(k)
Profit Sharing
Money Purchase
New Comparabilitiy
412(e) Defined Benefit Plans

Our clients benefit from objective consulting and our administration services to operate their plans efficiently and within compliance. Partnering with financial advisors, bank trust departments, CPAs, and attorneys allows us to offer retirement plans that meet the goals of employers and the needs of employees. Our experience and record of success affirms our clients' decisions to work with us.

Newsletters

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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