About us

Why Alta Montclair

We are Proud to be Different than the Competition

We do NOT charge any fees to Plan Sponsors or Plan Participants regardless of their choice of Vendors. Your cost for our TPA and Common Remitting Services is Zero.
Flexible: we accommodate Employer’s needs and processes by adjusting our system, not by asking Plan Sponsors to change their ways of doing business.
We assure data transparency to Plan Sponsors and Financial Partners by giving them access to process automation tools and real-time reports.
No restrictions: we utilize open Vendor Platform with more choices for Plan Participants.
No middleman: Alta Montclair is a Provider of both Software Infrastructure and Financial Services
All our services and infrastructure are specifically designed and fully dedicated to 403(b)/457(b) industry and nothing else.

Comprehensive Solution

Alta Montclair combines Industry expertise with Silicon Valley talent to deliver comprehensive Retirement Planning and Management solutions and Cloud-based Portal Infrastructure to Plan Administrators, Common Remitters, Employers, Vendors, Financial Advisors, and Plan Participants.

Unifying and flexible design of Alta Montclair Portal allows all users and Financial Partners to automate and integrate all processes while securely generating and sharing all interrelated data and real time reports.

Please Contact Us to find out how Alta Montclair can help in providing 403b/457b Plan Administration and Common Remitting Services for your organization.

Our Services

Plan Administration

Plan Design Consultation
Plan Documentation Preparation
Ongoing administrative support to plan sponsors
Plan Compliance and Requirements
Education and Communication Support
Vendor Oversight

Supporting Plan Participants

Salary reduction agreements management
Authorization of Loans and Distribution Transactions
Contribution limits notification
Web Forms and Tools
Online Processing for Plans with Vendor systems integration

Common Remitting Services

Contributions Processing
Remittance of funds to Vendors
Record keeping and Data preservation
Automated Remittance Advice processing
Annual and on-demand reports
No hidden costs

Clients Covered

Plans Onboarded

Financial Partners

Who we are

Alta Montclair Corporation is a fast growing Silicon Valley Financial Technology Services Company that offers unique combination of Third Party Administration (TPA), Common Remitting Services, and cloud-based Infrastructure Support to the 403b/457b Retirement Industry since 2014.

We created a comprehensive solution that connects all 403b/457b industry players into unified ecosystem. Alta Montclair Financial Portal streamlines, simplifies, and automates processes for Plan Administrators, Common Remitters, Plans Sponsors/Employers, Financial Agencies, Vendors/Financial Companies, and Participating Employees.

Please use Contact Us Form to send your requests and find out what Alta Montclair can do for you.

What we do

403b/457b Retirement Plans Administration 100 %

Common Remitting Services 100 %

Financial Services 85 %

Data Analysis 80 %

Process Optimization 75 %

Software as a Service (SaaS) Solutions 60 %