Retirement Plans and Third Party Administrators (TPAs)

In this 4-minute video, Andrew Rafal and Brian Hartstein discuss the importance of Third-Party Administrators (TPAs) in retirement plans and the key factors to consider when choosing a TPA. They suggest asking the TPA: 

  • What sizes and types of plans they work with
  • Their response time on calls and emails
  • The cost and fee structure
  • Their compliance and security measures
  • The training and resources they have to stay current on industry changes

They also address the importance of compliance and security and the need for regular updates and training on legislative changes. Watch the video for all the great tips and information they share! 

 

close all
Get More Like This!
  • Please complete the form below to sign up for our blog.
  • This field is for validation purposes and should be left unchanged.
close all
Sign Up For Our Podcast
Complete the form below to stay up to date with Your Wealth and Beyond.
close all
Get Your FREE Copy!
Please complete the form below to receive your copy of
THE HEARTFUL RETIREMENT.
  • This field is for validation purposes and should be left unchanged.
close all
Get Your FREE Copy!
Please complete the form below to receive your copy of
CLIMBING THE RETIREMENT MOUNTAIN.
  • This field is for validation purposes and should be left unchanged.
close all
Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
close all
Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
close all
close all
Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
'Schedule a Meeting