PrismHR Retirement Services

Comprehensive Third-Party Administrator (TPA) Services & Fiduciary Solutions, Delivered by Experts

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Complete the form to request a quote and connect with PrismHR Retirement Services about your plan.

Deliver a smarter, more efficient retirement benefit that’s easy to manage and backed by dedicated expertise. PrismHR Retirement Services helps Plan Sponsors, Advisors and small business clients stay compliant, competitive and confident—while reducing administrative and fiduciary burden.

Whether you’re replacing an existing TPA or adding retirement services for the first time PrismHR Retirement Services delivers a scalable solution that grows with your business.

Next-Level Service and Support

Our service model lifts the burden of 401(k) compliance and paperwork off your shoulders. With deep qualified plan experience and a proactive support approach, we simplify retirement plan administration so you can focus on your clients and your business.


Key Benefits:

Improved Cost Efficiency

Unlock meaningful time and cost savings through streamlined administration, automated processes and expert plan management.

Expert Compliance Support

Navigate evolving retirement regulations, including state-mandated plans, with proactive oversight and expert guidance to minimize risk.

Dedicated Client Service

Our knowledgeable support teams handle plan administration, compliance and participant questions—so you don’t have to.

Flexible Plan Administration

Support a wide range of plan designs, eligibility rules and employer goals with scalable tools and processes.

Our Mission

Our mission is to increase the retirement readiness of small business employers and employees through the design, administration and compliance of high-quality retirement plans.

From the start, we’ve been committed to delivering innovative solutions, exceptional service and unmatched plan expertise. Our next level service platform continues that tradition, offering modern technology, educational resources and a service experience that goes beyond what typical TPAs provide.

401(k) Plan Services

Our Role in the Retirement Plan

At the top is your company—the Plan Sponsor. Supporting you is a team of experts: 

  • The Record Keeper manages investment accounts.
  • The Financial Advisor guides investment strategies.
  • PrismHR Retirement Services acts as your Third-Party Administrator, ensuring plan compliance by:
    • Designing a plan that best fits your needs
    • Creating plan documents and keeping them up to date
    • Creating plan amendments as necessary
    • Accurately preparing the annual form 5500
    • Adjusting plan provisions as your company evolves
    • Promptly reviewing loan and distributions
    • Preparing required participant notices
    • Promptly responding to employer questions & concerns
    • Assisting participants

Advisor Plan Support Services

Our Advisor Plan Support (APS) program helps Advisors efficiently operate and monitor the 401(k) plans under their management. Through APS, fiduciary risks are reduced through diligent oversight and documentation.

APS Services Include

Ready to simplify retirement plan administration?

Partner with PrismHR Retirement Services to deliver smarter, compliant and efficient 401(k) solutions.

PrismHR Retirement Services

7240 S. Highland Drive Ste 202
Cottonwood Heights, UT 84121

1-888-486-8167