Your Partner in Simpler, Smarter Retirement Plan Administration

Running a retirement plan comes with layers of responsibility—HUB makes it easier. Our Third Party Administration services are designed to reduce administrative burdens, improve compliance, and align your plan with your workforce goals. Whether you’re setting up a new plan or managing an existing one, our team supports you with precision and care.

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Why Partner with HUB?

Tailored Plan Design

No two organizations are the same. We work with you to customize your plan design—from eligibility and vesting to automatic enrollment, matching formulas, and profit-sharing. Our goal is to help you recruit and retain talent while staying compliant.

End-to-End Plan Administration

From document preparation to processing loans and distributions, we handle the day-to-day so you can focus on the big picture. We manage forms like 5500, 945, and 1099-R, quarterly nondiscrimination testing, and required participant disclosures.

Compliance Confidence

Stay ahead of changing regulations with proactive support. Our experienced team ensures your plan is operating within legal boundaries, reducing your risk and freeing up your internal resources.

Employee Engagement Built In

We believe financial wellness drives retirement readiness. Our services include enrollment materials, group education, one-on-one meetings, webinars, and quarterly newsletters—plus access to FinPath and personalized financial wellness coaching.

Seamless Implementation

Our structured onboarding process—from plan setup to participant notices—ensures a smooth transition. You’ll have a dedicated team and a transparent roadmap from day one.

Technology that Works for You

With secure online access, HUB provides:

Real-time plan reporting and transaction processing

Interactive tools for participants

Customizable dashboards for plan sponsors

SSAE Type 2 reporting for your audit and compliance needs

Working with HUB Means:

Transparent pricing and no hidden fees

Dedicated U.S.-based service and support

Open architecture—no proprietary fund requirements

National expertise, local presence

End-to-End Retirement Plan Support

At HUB, we offer more than just powerful Third Party Administration service—we provide comprehensive Recordkeeping, Advisory Support and Financial Wellness to support every aspect of your retirement plan.