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Alta Montclair TPA PortalAlta Montclair TPA Portal
  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us

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To submit questions or comments or to discuss your needs for TPA and Common Remitting Services, please use the form below and we will get back to you as soon as possible.

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If you have more questions about your 403(b) or 457(b) plan , please feel free to explore Resources available on this site. Or use the form below and we’ll fetch the answers for you.

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Want to talk to a live person? Please give us a call at 1-408-978-1000. Or you can leave your phone number in the form below and we will contact you at the time that you specify.

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    Plan Administration

    Phone: +1-408-978-1000
    Fax: +1-408-371-9327 or +1-408-371-9364
    Email: tpa@altamontclair.com

    TPA Mailing Address
    (Plan Documents, Authorization Requests, etc.):
    Alta Montclair-EBSA
    901 Campisi Way, Suite 240
    Campbell, CA 95008

    We are open: Monday – Friday 9 AM – 5 PM PST

    Common Remittance

    Email: remittance@altamontclair.com

    Common Remittance Mailing Address:
    Alta Montclair-EBSA
    481 N Santa Cruz Ave #185
    Los Gatos, CA 95030

    Technical Support

    Email: support@altamontclair.com
    Phone: +1-866-641-8477
    Fax: +1-419-593-1349

    Forms & Templates

    Financial Authorization Requests

    Salary Reduction Agreement (SRA)

    Maximum Allowable Contributions

    403(b) & 457 Plans Resources

    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Approved Financial Companies (Vendors)
    • IRS Publication 571
    • IRC 403(b) Tax-Sheltered Annuity Plans
    • IRC 457(b) Deferred Compensation Plans
    • California 403(b) Compare Site
    • California State Teacher’s Retirement System
    • California Public Employees Retirement System

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    403b/457b retirement Plan Administration (TPA) and Common Remitting Services. Comprehensive cloud-based Financial Technology Solutions and Services for Plan Sponsors/ Employers.

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    We are different than the competiton

    We provide 403b/457b Plan Administration (TPA) and Common Remitting services at NO Cost to Plan Sponsors.
    More choices of financial companies for Plan Participants.
    Customized and flexible Alta Montclair Portal experience for Employers, Vendors, and Financial Partners.
    Data transparency, process automation, real-time reports.

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    Alta Montclair Contact Info

    • Alta Montclair Corporation
    • 481 N Santa Cruz Ave, #185, Los Gatos, CA 95030
    • 866-641-8477
    • TPA: 408-371-9327; IT Support: 419-593-1349
    • tpa@altamontclair.com
    • https://altamontclair.org

    EBSA Contact Info

    • Employee Benefits Services & Advisors, Inc.
    • 901 Campisi Way, Suite 240, Campbell, CA 95008
    • 408-978-1000
    • 408-371-9327 or 408-371-9364
    • info@ebenefitsservices.com
    • ebenefitsservices.com

    © 2014 - 2025 — Alta Montclair. All Rights Reserved — Privacy Statement — Terms of Service

    • Home
    • Employers
      • Plan Sponsor Online Portal
      • Upload Employee Contributions
      • Participating Financial Companies (Vendors)
      • List of Plan Sponsors (Employers)
      • New Plan Sponsor Onboarding
    • Participants
    • Forms
      • Financial Authorization Request Forms
      • Salary Reduction Agreements (SRA)
      • Maximum Allowable Contribution (MAC) Worksheet
    • Resources
      • Contributions Guidelines
      • 403(b) Plan Information
      • 457(b) Plan Information
      • Compare 403(b) and 457(b) Plans
      • Financial Hardship Distribution Rules
      • Participating Financial Companies (Vendors)
      • List of Plan Sponsors (Employers)
      • California 403(b) Compare Site
    • Remittance
    • Partners
    • About us
    • Contact us