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POLLARD’S DIFFERENTIATORS
       

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

  • Over 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 700 retirement plans with a dedicated staff of 20
  • Acquired two local pension administration firms to grow our business by nearly forty percent (Employee Benefits Consultants, Inc. in 2005, and Cremen Clements & Associates effective October 15, 2011)

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, brokers, and financial advisors
  • 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