Experienced. Dedicated. Independent.

As an independent third-party administrator, Pollard & Associates works collaboratively with employers and their advisors – financial advisors, registered investment advisors (RIAs), insurance agents, accountants, and attorneys – to ensure the seamless implementation and operation of each plan.

The advantages of working with Pollard & Associates include: 

Experience

• Four decades of experience servicing qualified retirement plans, including 401(k), 401(k) Safe Harbor, Profit Sharing, New Comparability or Cross-Tested, Cash Balance, and Defined Benefit plans
• Administrators with credentials earned through the American Society of Pension Professionals and Actuaries (ASPPA)
• Currently administer approximately 500 retirement plans with a dedicated staff of 15
• Grew our business in 2005 by nearly one-third with the acquisition of Employee Benefits Consultants, a local pension administration firm

Dedication

• Active membership in professional associations for timely access to resources and information:
• American Society of Pension Professionals and Actuaries (ASPPA)
• Mid-Atlantic Relius User Group
• Staff training and on-going education to be valued resources to mutual clients
• Recognize that retirement plans cannot be approached from a “one size fits all” or “off the shelf” perspective
• Provide clients guidance and recommendations on effective design features

Independence

• Flexibility to work with RIAs and brokers
• Multiple investment provider partners with thousands of funds available
• Partners include trusted, established mutual fund and insurance companies
• Also partner with a truly open architecture recordkeeping platform unaffiliated with any mutual fund or insurance company and with no proprietary fund requirements
• Can help employers and advisors select the optimal investment platform based on client needs