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TPA Services for Governmental Plan


PensionPro
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Our firm has been approached by a governmental entity to provide TPA services to their money purchase plan. Curious as to what type of services TPAs provide for governmental plans other than documents, distribution, rollover and compliance assistance? And do most governmental plans use TPAs?

PensionPro, CPC, TGPC

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Does the governmental entity know what types of services they want?

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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