Tenet Retirement Services

The firm's focus is on defined contribution plans commonly used by small and mid-sized employers. These typically include traditional 401(k) plans, safe harbor 401(k) designs, and SIMPLE IRA plans. Plan design is tailored to the specific needs of each sponsoring employer, balancing contribution flexibility with nondiscrimination testing requirements under ERISA.

The firm operates primarily as a third-party administrator and advisor rather than a direct asset manager. It constructs plan investment menus from open-architecture mutual fund and ETF platforms, typically partnering with unaffiliated recordkeepers and custodians. There is no public evidence that the firm offers proprietary pooled investment vehicles.

Given the absence of a public-facing website or active social media presence, the firm likely sources clients through professional referral networks including CPAs, benefits brokers, and financial advisors. This relationship-driven approach is common among specialized regional TPAs where trust and ERISA expertise matter more than broad marketing.

No principals or key personnel are publicly identified in available business registrations or professional profiles. The firm's structure and leadership remain opaque, which is not unusual for a small, privately held retirement services provider operating without a public marketing footprint.

As a retirement plan advisor and TPA, the firm likely serves in a fiduciary capacity for certain functions, particularly around investment selection and plan design advice. The specific scope of fiduciary acknowledgment would be defined in each client's service agreement and disclosed to plan sponsors under ERISA Section 408(b)(2) fee and service regulations.