Streamline Plan Administration with an ERISA Virtual Assistant
Stop drowning in Form 5500 prep, data gathering, and plan document formatting. Hire an expert Virtual Assistant to manage your back-office compliance workflows—securely and accurately.
Compliance Deadlines
Total Back-Office Compliance Support
Our Virtual Assistants specialize in the meticulous administrative tasks required for retirement and welfare plan compliance. You provide the advisory expertise; we handle the paperwork.
Form 5500 Preparation
Entering preliminary data into ftwilliam or ASC. Requesting Schedules A and C from carriers, and formatting the draft filings for your final review.
Census Data Gathering
Relentlessly following up with clients' HR departments to secure accurate annual census data required for Non-Discrimination Testing (NDT).
Plan Document Formatting
Generating and organizing base plan documents, adoption agreements, and amendments using your firm's standard templates and software.
Participant Communications
Managing the mail merge and digital distribution of Summary Plan Descriptions (SPDs), SARs, and annual fee disclosure notices.
Deadline & Workflow Tracking
Maintaining your compliance calendar in PensionPro or Asana. Ensuring no extension or filing deadline is ever missed across your entire client roster.
Client Onboarding Admin
Setting up new plan sponsors in your CRM, sending out DocuSign service agreements, and organizing their initial plan takeover files securely.
Proficient in Benefits Administration Tech
We work seamlessly inside the secure software platforms your firm relies on daily.
A Managed Service, Built for Compliance Professionals
Stop paying high onshore salaries for data entry. Scale your capacity safely and instantly.
Share Your Workflows
Tell us your preferred compliance software, document templates, and current administrative bottlenecks.
Establish Security Protocols
Your Project Manager documents your data-handling SOPs, ensuring strict confidentiality and role-based access.
Expert Execution
Your VA executes the daily data entry, client follow-ups, and document preparation for your final review.
Pay Only for Output
You are billed strictly for the VA's tracked hours. PM QA and management is 100% free.
Why TPAs & Consultants Choose Sagedoer
Don't risk your clients' compliance data with unverified freelancers. Upgrade to a managed team.
| Feature | Traditional Freelancer Platforms | THE SMART CHOICE: Sagedoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must train and QA every document yourself | Dedicated Project Manager acts as your single point of contact |
| Data Security & Trust | Hit-or-miss confidentiality with sensitive census data | Internally vetted experts trained in strict data handling |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex invoices or demanding high per-project cuts | Simple, unified, centralised USD hourly invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Simple, Transparent Pricing
No monthly membership charges. Zero setup fees. Reclaim your firm's billable hours.
Part-Time
20 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by TPA Owners & Compliance Directors
"5500 season used to be a nightmare of missing data. Our Sagedoer VA handles all the preliminary data entry in ftwilliam and relentlessly chases our clients for missing Schedule C info. It has saved us hundreds of hours."
"Data security was my primary concern. The Sagedoer project manager helped us set up secure, role-based access so the VA can prep plan documents and organize files without exposing sensitive PII."
"Zero hidden fees and paying only for hours worked is perfect for our fluctuating compliance cycles. The VA tracks every deadline in PensionPro flawlessly. Highly recommended."
"5500 season used to be a nightmare of missing data. Our Sagedoer VA handles all the preliminary data entry in ftwilliam and relentlessly chases our clients for missing Schedule C info. It has saved us hundreds of hours."
"Data security was my primary concern. The Sagedoer project manager helped us set up secure, role-based access so the VA can prep plan documents and organize files without exposing sensitive PII."
"Zero hidden fees and paying only for hours worked is perfect for our fluctuating compliance cycles. The VA tracks every deadline in PensionPro flawlessly. Highly recommended."
Frequently Asked Questions
Does the VA perform actual compliance testing or provide legal advice?
No. Our Virtual Assistants are administrative and operational experts, not licensed ERISA attorneys or certified plan administrators. You perform the complex analysis and legal sign-off. They handle the "data janitor" work—gathering census files, formatting documents, and tracking signatures.
How do they manage data confidentiality (PII)?
Security is paramount. We recommend you provide the VA only with restricted, role-based access within your secure portals (like ftwilliam or SharePoint). They operate under strict internal NDAs and protocols overseen by the Project Manager, ensuring sensitive participant data is handled correctly.
Can they interact with my clients to gather data?
Yes. Many TPAs provide the VA with a company email address to send templated reminders to clients regarding missing census data, signature requests, or upcoming 5500 deadlines, freeing you from playing the "bad cop."
Do I have to manage the Virtual Assistant directly?
No, that is the Sagedoer advantage! You will be assigned a dedicated Project Manager who acts as your single point of contact. They oversee the VA's daily task list, ensure data entry accuracy, and handle all internal management at absolutely no extra charge to you.
Are there any hidden fees or platform markups?
None at all. We have a strict zero hidden fees policy. You pay exactly the flat hourly rate ($6 or $7 depending on your plan) exclusively for the hours of pure administrative work delivered. We do not charge per-plan or project retainers.
Ready to optimize
your compliance ops?
Reach out to discuss your current plan volume, software stack, and administrative bottlenecks. Our dedicated project manager will promptly get back to you with a tailored delegation strategy.