Situation: A medical practice’s previous third-party administrator had not produced participant retirement statements for more than a year, leaving approximately 100 employees without current retirement account information.

Solution: Tronconi Segarra & Associates partnered with the client, financial advisor, and attorney to gather records, prepare statements, and transition the plan to a new third-party administrator.

Impact: Approximately 100 employees received updated statements, and the practice restored plan compliance and improved ongoing administration.