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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

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Calculators

Estate Taxes

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

Cash Flow Analysis

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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