In the event the TPA can not accept e-mail, a protocol will be established. The TPA prints all reports at the TPA's office using Phoenix report generator software. Target Clients of The Phoenix System Small to mid size 401k plan - The Phoenix System brings large plan features to the small plan market. Our target client is the 25 to 300 life plan. Phoenix provides these functions on an as needed out source basis.
Phoenix services the entire United States.
Audit Reports - 401k Plans over 100 participants require an independent CPA audit. Phoenix prepares and delivers a complete set of plan and transaction level reports designed to meet the most stringent CPA requirements. Target Market Service 401k plans invested directly in Mutual Funds with individual FBO accounts for each participant. The small to medium 401k plan that invests in a single mutual fund family. Target Mutual Fund - Mutual Fund that markets to 401k plans, allows individual FBO accounts and can deliver daily transaction data in an electronic format to an outside party.