CELEBRATING 25 Years of Excellence

ABA is proud to provide its clients with exceptional and professional retirement and benefit plan administration services for all types of qualified retirement plans and health and welfare benefit plans. Known as a Third Party Administration firm (TPA), ABA provides a full range of services. 

 

Our services are generally provided directly to the plan sponsor (employer) and include plan design, documents, administration, testing, consulting, government compliance and reporting, Form 5500 preparation, plan termination services and more. 

 

Whatever your plan needs, ABA will assist you in maintaining the plan's qualified status and operational efficiencies. 

We are an award winning firm that provides our clients with excellence in all services.  Our promise is to help you to ensure your retirement plan's success.   You can depend on ABA to assist you with the highest quality  administration services available.

We communicate complex topics in a clear and concise manner.  Outstanding services are delivered timely.  We are a trusted advisor that you can rely upon.

Our services cover all available types of qualified retirement benefit plans.   We also offer Form 5500 services to health and welfare plans.

A full range of services can be tailored to your business and plan needs.   Types of services that we provide to our clients include:

  • Plan Administration

  • Plan Design

  • Compliance Testing

  • Trust Accounting

  • IRS Forms Preparation

  • Participant Loans

  • Plan Documents

  • Plan Terminations

  • Fiduciary Education

Accrued Benefit Administrators, Inc. has reason to celebrate as the company completed its 25th year in 2016.  Established in 1991, ABA provides retirement plan design, documents,  consulting, administration and compliance services to qualified retirement plans nationally. 

 

ABA specializes in:

  • 401(k) Plans

  • 403(b) Plans

  • Profit Sharing Plans

  • Safe Harbor Designs

  • ESOP Plans

  • Cash Balance Plans

  • Defined Benefit Pension Plans

  • Reporting for Health & Welfare Plans

ABOUT US

EXCELLENCE

SERVICES

Plan Sponsors and their insurance brokers believe in our outstanding services for the compliance reporting required to health and welfare benefit plans.  ABA  provides the necessary Form 5500 and Schedules (signature ready!) and the required SAR reporting.

KNOWLEDGE

EXPERIENCE

TRUST

EVERY QUALIFIED PLAN IS UNIQUE.  EACH PARTICIPANT'S GOALS ARE UNIQUE.

 

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Copyright 2017 ABA, Inc.

 209 West Anapamu Street     Santa Barbara, CA     93101-3604     p. 805-568-1710     f. 805-568-1709