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ADVANTAGES OF WORKING WITH OSBORNE & ASSOCIATES, INC.

In today’s tough market financial advisors face many difficulties, such as expanding their business without sacrificing the premier customer service loved by their clients. Working with Osborne & Associates, Inc. can help you achieve both! Here’s why:


Excellent Plan Design and Support

We ask the right questions from the start. Our expert team listens to you and your clients to ensure all available options are explored.

Osborne & Associates, Inc. specializes in tailoring each plan for the plan sponsor and its plan participants. Whether the goal is to maximize tax advantages, attract and retain quality employees or plan for a comfortable retirement, we can design a plan that best fits the plan sponsor’s objectives.

But we don’t stop there.

Exceptional customer service is a hallmark of Osborne & Associates, Inc. While we provide all our clients with the accurate, timely reports and statements required by the IRS, we’re local, which allows us to meet face-to-face to address your clients’ unique needs. Our commitment to the highest levels of customer service means plan sponsors spend significantly less time on plan matters. Happy clients mean higher retention rates and more time for you to prospect new plan opportunities.


Expert Compliance and Technical Knowledge

We help steer your clients in the right direction.

Creative, unique plan designs are a great tool to sell more plans. However, plans require comprehensive knowledge of the legal frameworks and regulatory changes to stay in compliance. Osborne & Associates, Inc. has this knowledge and partners with each plan sponsor so they can make the necessary operational changes to be compliant with current laws. 

We are also proud to be the only local TPA firm with team members certified by the IRS as Enrolled Retirement Plan Agents (ERPAs). This places our staff in the top tier of pension industry professionals and allows our ERPAs to practice before the IRS regarding retirement plan issues. 



Clear Fee Schedule

Clients want to know exactly what they are paying for.

Osborne & Associates, Inc. gives a clear, concise fee schedule that breaks down how each dollar is being spent. Furthermore, we often receive financial revenue from the recordkeeper which is passed directly to the plan sponsor to help offset plan costs.


Save Valuable Time

Osborne & Associates, Inc. helps you focus on what you do best by taking away daily administration.

We promptly address day-to-day plan maintenance. This allows for quick and easy transitions and smooth plan installations. Here is just a glimpse of the daily tasks we can take off your for your clients’ plates:

- Calculating loan amortization schedules
- Calculating vesting percentages of each participant
- Calculating hardship distribution amounts
- Distributing assets from the plan to terminated employees
- Collecting historical data
- Compliance testing


Partnering for Growth

Osborne & Associates, Inc. is a great networking tool.

Use our staff, passionate approach and expertise in the pension industry when meeting with potential clients to ultimately take your business to a whole new level. We can refer a list of experts – let us be a key part of your team!