Folio Institutional provides custody for plan assets, as well as brokerage services that fiduciaries use to manage those assets. The following Third Party Administrators offer plan administration, recordkeeping, and compliance reporting services for Folio(k) retirement plans.  We're pleased to add more. 

KTrade TPA Alliance Partners

Corporate Financial Services, LLC
7050 Fain Park Drive, Suite 12  Montgomery, AL 36117  
334-215-4499
Fax:  334-215-4478
mmassey@cfs401k.com    
dnorrell@retsystemsaz.com

Retirement Systems of Arizona, LLC
1010 N. Finance Center Drive, Suite #106 Tucson, AZ 85710
888-290-8848
Fax:  520-290-9117
blankford@nlgpension.com

Retirement Plan Consultants  
7647 N. Fresno Street, Suite 102
Fresno, CA 93720
559-437-7070, ext 14
Fax:  559-437-7071
mel@rpcfresno.com

Innovative Pension Strategy & Design
14251 Danielson Street
Poway, CA 92064
858-748-6500
Fax:  858-748-0615
helpdesk@ipsd.com 

Retirement Systems of California, LLC
21021 Ventura Boulevard

Woodland Hills, CA 91364
844-604-3163
Fax:  818-593-2036
wscott@retsystems.com

The Pension Service, Inc.
127 Washington Avenue, West Wing
North Haven, CT 06473
203-234-2229
Fax:  203-234-8369
info@thepensionservice.com 

Bates & Company, Inc.  
11555 Central Parkway, #1004
Jacksonville, FL  
407-645-4015
Fax:  407-647-8377
jdl@batesco.com

Bates & Company, Inc.
1201 S. Orlando Avenue, Suite 202
Winter Park, FL 32789
407- 645-4015
Fax:  407- 647-8377
jdl@batesco.com 

SI Group Certified Pension Consultants  
1299 South Beretania Street, Suite 135  
Honolulu, HI 96814

(808) 748-7700
Fax:  (808) 748-7799
craig@sigrouphawaii.com

PACO, Inc.
1200 Valley West Drive, Suite 507
West Des Moines, IA 50266
515-223-9524
Fax:  515-223-1375
emonson@paco-inc.com 

Retirement Solutions Advisors, LLC
420 W. Grand Avenue, Suite 1B  
Chicago, IL 60654

(312) 527-2050 Fax:  (877) 868-9015
steve.johnson@rsadvisorsllc.com,
eric.sharon@rsadvisorsllc.com

Niles Lankford Group Inc.
1500 North Oak Road  
Plymouth, IN 46563
800-726-5726
Fax:  574-936-5599
blankford@nlgpension.com 

RPG Consultants

RPG Consultants
5 Penn Plaza, 23rd Floor
New York, NY 10001

RPG Consultants
181 S. Franklin Avenue, Suite 202
Valley Stream, NY 11581

Marketing & Sales: 212-947-4800 ext 225
marketing@rpgconsultants.com 

Conversions: 212-947-4800 ext 205
conversions@rpgconsultants.com 

Helpdesk: 212-947-4800 ext 401
helpdesk@rpgconsultants.com 

Compliance: 212-947-4800 ext 203
compliance@rpgconsultants.com 

 

DeMars Pension Consulting Services, Inc.
8700 Indian Creek Parkway, Suite 185  
Overland Park, KS 66210
800-383-5691
Fax:  913-469-9799
blankford@nlgpension.com

The Pension Service LLC
468 Great Road  
Acton, MA 01720
978-369-2318
Fax:  978-369-2319
info@thepensionservice.com

The Pension Service of NNE
869 Main Street, Suite 400
Westbrook, ME 04092
207-854-1304
Fax:  207-854-1305
info@thepensionservice.com 

Benefit Plans, Inc.
16924 Frances Street, Suite 100
Omaha, NE 68130
402-891-0808
Fax:  402-891-0444
neill@bpiomaha.com 

Preferred Pension Planning Corporation
991 Route 22 West
Bridgewater, NJ 08807  
908-575-7575
Fax:  908-575-8899
lzeller@preferredpension.com

Pension Planning Consultants, Inc.
6201 Uptown Boulevard NE, Suite 100
Albuquerque, NM 87110

505-880-1283
Fax:  505-880-0295
timhaist@pensionplanningusa.com 

The Pension Service, Inc.
270 Northpointe Parkway, Suite 10
Amherst, NY 14228
716-839-9405<brbgagliano@tpsgroup.com

Niles Lankford Group Inc.
9984 Brewster Lane, Suite 150
Powell, OH 43065
614-230-0621
Fax:  574-936-5599
blankford@nlgpension.com

Delaware Valley Retirement Inc.
21 Chester Pike
Ridley Park, PA 19078
484-494-5888
Fax:  484-494-5889
matc@dvretirement.com 

Pension Systems, Inc.
416 Live Oak Drive
Mt. Pleasant, SC 29464
843-571-2981
Fax:  843-571-7080
moyej@pensionsystems.com 

Daily Valuation LLC
6190 Lyndon B. Johnson Freeway, Building 200 Dallas, TX 75240
972-960-9630
Fax:  972-960-7133
kwalker@simpkinsassoc.com