Small Plan Focus Target small to mid-size retirement plans (25 participants or less as a primary segment) with simplified pricing and flat fee structure, highlighting SPS’s cost predictability as a differentiator against larger TPA incumbents.

Flat Fee Advantage Leverage the all-inclusive flat fee model of $600 for qualifying plans to position SPS as a budget-friendly, transparent administrator for small sponsors seeking predictable retirement plan costs.

Service Expansion Opportunity to upsell to mid-size plans (26-500 participants) by showcasing SPS’s targeted administration services, consultative approach, and scalable plan design options such as 401(k), Profit Sharing, Roth, SIMPLE-IRA, SEP, Keogh, and Defined Benefit plans.

Payroll Integration Promote the payroll integration service launched for 401k and 403b plans as a value-add for employers seeking seamless workflow and reduced administrative burden, especially in firms looking to consolidate benefits admin and payroll under one vendor.

Industry Positioning Position SPS as a cost-effective, specialized TPA with a long-standing track record since 1991, targeting sponsors and advisors who prefer dedicated, low-cost retirement administration for small to midsize plans and who may be exploring alternative providers to larger firms.