The largest and most experienced independent plan administrator in California, Tax Deferred Solutions provides exemplary service to our clients. Our service includes:
- Creating and maintaining plan documents
- Strict oversight of all plan activities and transactions to ensure compliance
- Receipt and transmittal of contributions to authorized investment providers
- Tracking all contribution limits
- Satisfying universal notification requirements
- Providing assistance during any external audits of district plans
- Providing education to the district and its participants
As Plan Administrator TDS is the main point of communication between all of the parties of the Plan -The District, Authorized investment providers, Participants and Financial advisers. We provide the very best, live person, exemplary customer service. Our staff is dedicated to servicing your plan and provides assistance in a helpful, knowledgeable and professional manner.
