Vantage Benefits Administrators

Firm Profile

Vantage Benefits is a full-service Third Party Administrator specializing in corporate benefit programs. We are independent of all insurance companies and investment product providers. We provide a one-source solution platform for benefits administration, reducing the cost and risk of managing benefits. Our unbiased approach puts the best interests of plan participants first.

KEY CONTACTS
Director of Business Development: 972-354-5200, busdev@vantagebenefits.com
Director, Benefits Resource Center, (888) 581-9787, benefitsupport@vantagebenefits.com

WEBSITE
www.VantageBenefits.com

PRIMARY MARKET(S) SERVED
• Small – ($1 million – $10 million)
• Mid – ($10 million – $100 million)
Employer plans with 100 employees or more. $10 million in assets from all professional service firms.

ADVISOR SUPPORT SERVICES
• Compliance support
• Plan benchmarking
• Target-date evaluation tools
• Training for DC plan sales/service
• Investment committee meetings

PARTICIPANT SUPPORT SERVICES
• Retirement income estimates/projections
• Rollover services
• Call center support
• Smartphone access to participant balances
• Smartphone transaction access for participants