INDUSTRY PARTNERSHIPS
Alliances
Rimkus, Marciano & Associates partners with leading insurance carriers, mutual fund companies, custodians, and recordkeepers to deliver daily valuation services and broad investment access for our clients' retirement plans.
A CONNECTED NETWORK
Independent. Connected to the Industry's Leading Providers.
As an independent third-party administrator, we maintain working relationships with the recordkeepers, custodians, mutual fund companies, and insurance carriers that serve the retirement plan industry. These alliances give our clients access to expanded investment platforms, daily valuation capabilities, and seamless administrative coordination — without compromising our independence.
Because we are not affiliated with any single product or platform, we work with the right combination of providers for each plan. Our role is to make the relationships work — coordinating data, reporting, and compliance across every party involved.
We work with the industry — not for any single carrier or platform. That independence is the foundation of everything we do.
19
Recordkeeper & investment partners
100%
Independent — no product affiliations
Daily
Valuation coordination
40+
Years working alongside providers
HOW WE COLLABORATE
Coordinated Administration, Across Every Partner
Our team handles the moving pieces so plan sponsors and advisors get a single, accountable point of contact.
01
Data Coordination
Payroll integration, contribution files, and participant data flow cleanly between sponsor, recordkeeper, and TPA.
02
Daily Valuation
We coordinate with daily valuation platforms to keep balances, transactions, and reporting accurate and current.
03
Trust Reconciliation
Our trust accountants reconcile activity across custodians and providers to ensure every dollar is accounted for.
04
Compliance & Filings
Testing, Form 5500 preparation, and regulatory filings are completed using verified data from each partner.
LET'S CONNECT
Looking for a TPA That Works With Your Provider?
Whether you are a plan sponsor, advisor, or carrier representative, our team is ready to coordinate the administrative side so your plan runs smoothly.