Tri-State Plan Administration (TPA) is a well-established profit
sharing and pension plan administration firm based in Cincinnati, Ohio.
TPA provides independent administration of all types of qualified retirement
plans, primarily for small and medium size businesses in the Tri-State
area.
In 1999 TPA was in rapid growth mode, preparing for a move, experiencing
reliability issues with their network and contending with Y2K concerns.
Their “one man consulting shop” was not able to provide the level of service
they needed but Laura Murrer, President, still had a business to run and
clients to service. “We needed a firm that was extremely proactive and
would serve as our “trusted advisor”. It was imperative that we focus
on our clients and let our IT vendor focus on our IT issues”.
TPA’s clients rely on them to ensure that their plans remain in compliance with complex and constantly changing regulations. TPA ensures this accuracy through frequent reviews and updates which requires an overhaul of their software applications at least annually.
Because TPA is completely reliant on their software applications, coupled with the fact that they were experiencing rapid growth, they were in need of a provider that could address their technical problems as well as discuss an IT strategy for future growth. They were in need of help and i-systems stepped in at just the right time.
i-systems ensured a seamless move with minimal downtime, upgraded the
network infrastructure to Microsoft Small Business Server, provided needed
upgrades to existing hardware and implemented a proactive maintenance
plan. This plan allows for rapid response time, helps to ease the burdens
of adding new users, applies feature upgrades to ensure reliably and ensures
back up integrity.
“i-systems did a terrific job with our move and continues to be a valuable asset to TPA as we grow. I rely completely on i-systems to ensure that we have flexibility needed for growth. Don helped us plan for our hardware upgrades several months in advance so that we were better prepared to budget for IT needs”. TPA is projecting twenty percent growth again this year. In a year of a slowing economy and impending recession this is an impressive forecast!
