Capella is a firm that specializes in employee benefit plans-its sole purpose is to provide organizations with a solution to the complexities of administration of retirement plans.  Capella provides services for hundreds of companies throughout the United States.

Credentials matter.  The Capella staff is among the leaders in the retirement plan industry with the majority of our team members having earned the Qualified 401(k) Administrator (QKA) credential issued by the American Society of Pension Professionals and Actuaries (ASPPA).  This uniquely distinguishes Capella’s expertise among other firms.

At Capella, we give you that personal touch that every employer deserves.  Our current clients know that we consistently perform to a high standard.  We are VERY proud of our reputation for speed AND accuracy!  Capella sets the standard for Third-Party Administrators. 

We assist the employer by designing the right plan for you. Our services include plan documents, compliance testing, governmental reporting and consulting.  We also assist in leading enrollment meetings to ensure that your employees understand the plan and the great benefit you have provided them.

We provide guidance with topics such as withdrawals, loans, discrimination testing, and technical advice through routine phone conversations and personal contact.  We have the flexibility to maintain individually-designed programs and defined contribution plans (profit sharing, money purchase, 401(k), safe harbor 401(k), 403(b), new comparability and age-weighted plans).

We keep the employer informed as to what government forms are needed and when.  We provide the required summary annual report along with the Form 5500 .  At Capella, each and every member of our staff studies pension law to give you answers when you need them.

Thank you for the opportunity to discuss our Third-Party Administration services with you.  We look forward to working with you!

Capella Partners with the nations leaders in Qualified Retirement Plans:

• American Funds

• Great-West Retirement Services

• Hartford

• John Hancock

• Principal

Test Drive 
Visit our web account access system. Click the TEST Drive link below and enter the following User ID and Password, then click on "Participant"..
User ID: 001010001
Password: 0001
TEST DRIVE

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