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HISTORY

The Allocation Company, Inc. has been providing full-service employer sponsored retirement plan administration and consulting since 1988. For over 35 years, our consultants have provided companies, just like yours, with recordkeeping, administration, and consulting services for their retirement plans.

The Allocation Company, Inc. is dedicated to helping employers implement and maintain retirement plans that promote corporate goals and objectives; control costs and give the Trustee(s) of the Plan a sense of security.  We can assist your company in the design, implementation, administration, and communication of a wide range of retirement plans. One of our competitive advantages is our unique ability to take the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they require. We are proud to offer this type of service to more than 400 clients ranging in size from one to over a thousand employees. If you asked our clients about The Allocation Company, Inc., they would enlighten you about our excellent reputation for providing efficient, accurate, and affordable services to all of our clients.

© 2025 by The Allocation Company, Inc.

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