Exchange in Springfield, NJ is a leading third-party administrator specializing in retirement plan solutions. With a team of credentialed experts across all 50 states, they offer industry-leading plan design, administration, actuarial consulting, and fiduciary services for all types of retirement plans. Their personalized approach helps business owners and employees save for their dreams while minimizing risk and maximizing savings.
With a focus on building goals and dreams, Exchange is dedicated to serving their clients and partners, including financial advisors, CPAs, and recordkeepers. They combine national resources, professionalism, and expertise with personal collaboration to help clients achieve great results. With a track record of administering over 7,000 retirement plans and helping more than 150,000 participants save, Exchange is committed to exceeding expectations and being a trusted ally in retirement planning.
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