Tier 4

Tier 4: Complete Turnkey Solution

For organizations seeking the most comprehensive, outsourced administration package, Tier 4 combines everything from Tiers 1–3 with premium services, enhanced support, and advanced analytics. This is our white-glove level of service — designed to provide complete peace of mind while elevating efficiency, compliance, and member engagement.

WHAT’S INCLUDED

• Everything in Tiers 1–3. Secure TAS Portal, self-service member access, reconciliations, compliance support, full plan administration, branded website, ongoing updates, and integrated communication.
• Dedicated Account Manager. A single point of contact who knows your plan inside and out, ensuring personalized service and priority response times for all inquiries.
• Annual Plan Health Review & Compliance Check. Proactive, in-depth assessments of your plan’s performance, sustainability, and compliance standing — with actionable recommendations to stay ahead of regulatory requirements.
• Employee/Member Training. Tailored training sessions (virtual or in-person) to educate employees, trustees, and members on portal use, benefit access, and retirement planning.
• Custom Reporting & Analytics. Dashboards and data insights customized to your organization’s needs, giving leadership real-time visibility into contributions, participation, funding status, and trends.
• Optional Bundled Services. Enhance your solution with optional add-ons, including full website redesign, HR/payroll system integration, and member enrollment campaigns to boost participation.
• Expert Valuation Services. Actuarial expertise to provide precise funding valuations, projections, and risk assessments that ensure your plan remains sustainable long-term.

WHY IT WORKS

Tier 4 is the gold standard of pension plan administration. By pairing technology, administration, compliance, actuarial insight, and member engagement under one roof, TAS delivers an unmatched level of service and strategic value. From ensuring compliance and financial health to educating your members and integrating with HR/payroll systems, Tier 4 is a complete, end-to-end solution.

THE TAS ADVANTAGE

• White-Glove Service: Priority support with a dedicated account manager.
• Proactive Compliance: Annual reviews to identify risks before they become issues.
• Informed Decisions: Custom dashboards and valuations give leadership actionable insight.
• Member Empowerment: Training and campaigns that boost participation and trust.
• Future-Proof: Scalable, fully integrated, and designed to adapt to changing laws and workforce needs.

Tier 4 is designed for organizations that want everything handled expertly — a true turnkey solution that maximizes efficiency, minimizes risk, and delivers exceptional service to every member.

Experience the gold standard of pension plan administration. Choose Tier 4 for total confidence and complete peace of mind.