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PLANS FOR SALE


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  • 2 person TPA firm selling book of qualified plan business.
  • Appx 3 dozen micro market plans. All DC/2 frozen ESOPS/1 PERSON DB
  • 2016 plan year revenue just north of 80K incl. revenue sharing
  • Option to hire employee with nearly 30 years experience with qualified plans

Prefer non-producing firm.  PM with questions.  NDA required.

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On ‎4‎/‎17‎/‎2018 at 4:31 PM, MidSouthTPA said:
  • 2 person TPA firm selling book of qualified plan business.
  • Appx 3 dozen micro market plans. All DC/2 frozen ESOPS/1 PERSON DB
  • 2016 plan year revenue just north of 80K incl. revenue sharing
  • Option to hire employee with nearly 30 years experience with qualified plans

Prefer non-producing firm.  PM with questions.  NDA required.

I'd be interested in talking to you about this. Please contact me at 419-255-5465 x 121

Doug Hileman

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I would be interested in speaking with you.  We have made a couple of acquisitions over the years that have gone very smoothly.  Please call Scott at 646-651-1975.

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