Why Retirement Plan Financial Advisors Should Care Who Their Client’s TPA Is

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
Contact

Ernie Banks was one of the greatest shortstops of all time and he never made it to the World Series, because his Chicago Cubs could never get past the “Billy Goat” curse. Don Mattingly never made it to the World Series either as his New York Yankee teams were littered with free agent busts (Ed Whitson, anyone?) and poor pitching, his bad back forced him to retire in 1995, one year before the Yankees ended their 18 year championship drought. Timing is everything in life, but so is being part of a good team. As a retirement plan financial advisor, you need to be a part of a good team of retirement plan providers because the quality of your team may determine your position as the specific plan’s financial advisor and/or making your job easier or more difficult. So this article is going to try to explain why you should care about the selection of your client’s third party administrator (TPA) and how the TPA can determine your experience working on your shared client’s retirement plan.

Please see full publication below for more information.

LOADING PDF: If there are any problems, click here to download the file.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum - The Rosenbaum Law Firm P.C. | Attorney Advertising

Written by:

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
Contact
more
less

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on:

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
Custom Email Digest
- hide
- hide