PrismHR Retirement Services

PrismHR Retirement Services provides third-party administration (TPA), fiduciary support, and retirement plan services for small businesses, plan sponsors, and financial advisors. Its goal is to improve retirement readiness by helping employers offer high-quality plans that are easier to manage, compliant, and suited to their needs. The team brings more than 60 years of combined experience in retirement plan administration and fiduciary services, with leadership holding professional designations from the American Society of Pension Professionals & Actuaries.

PrismHR supports 401(k), Safe Harbor 401(k), profit sharing, new comparability and cross-tested, Solo 401(k), Multiple Employer, and Pooled Employer plans. Services include customized plan design, plan document preparation and maintenance, nondiscrimination testing, Form 5500 preparation, contribution calculations, audit assistance, participant notices and education, and review of loans and distributions. The company also offers ERISA 3(16) fiduciary services and pooled plan provider support. Through expert guidance, streamlined processes, and dedicated client service, PrismHR helps reduce administrative workload, support compliance, and give employers and participants practical assistance throughout plan administration.