Dealing With The 800 Pound Gorilla Plan Providers In The Room

Ary Rosenbaum
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It’s the constant talk of the retirement plan industry, there has been a huge upswing of plan provider purchases over the last few years. Whether it’s third-party administrators (TPAs)or registered investment advisors (RIA), the merger and acquisition activity has created a few huge plan providers, what we could call 800-pound gorillas. For the smaller plan providers out there, this has created a little anxiety. Some have become a lot paranoid, but I believe this is a challenge that any small provider out there can meet. This article is about my two cents on how it can be done.

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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.

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