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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