Platform Services

Our service model is built around four key provider components: Investment Fiduciary, Third-Party Administrator (TPA), Recordkeeper, and Custodian. FPLCM will deliver Investment Fiduciary services which include maintaining the Investment Policy Statement, designing the core investment lineup, and providing participant services. For Third-Party Administrator services, which include year-end testing and Form 5500 preparation, we primarily work with Farmer & Betts, but Plan Sponsors may choose their own TPA. VRPA (administered through Ascensus) will be responsible for Recordkeeping and Custodian services related to daily plan and participant activities.