Elite's digital tools and data integrations are built for and used by the following:
TPA proposals are the most complex in the industry - we've made it easy. Need to add 3(16) pricing? Self Directed Brokerage Accounts? Retain or offset RK revenue share, and much more - all done in seconds.
Would you like your TPA to generate a customized, transparent proposal in minutes? What if you could have that proposal and other important 401(k) documents available whenever and wherever you needed them? TPA or Recordkeeper proposal (click/click), Plan Document (click/click).