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mjf06241972

Outsourcing DB / CB Plans

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We currently have 25 DB /CB Plans we outsource.  Fees are going up with the company we work with plus restatement fees so I want to review current relationship.  Anyone work with a quality company for DB/CB outsourcing work?  Outsourcing meaning they provide contributions, valuations and annual 5500 plus SB & schedules.  Thank you.

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I have used both Kravitz and Creative Benefit Strategies Inc (the later to a greater extent) and was pleased with the quality. I have also worked with others sprinkled in over the years.  If you want more details/contacts for best pricing, etc., send me a private message.

Best of Luck!

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The TPA  I work with has extensive experience with combo DC/DB plans. We have 4 offices in the Northeast. We have several actuaries on staff. PM me if you would like details-

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We are a small actuarial consulting firm that has been providing contributions, valuations and annual 5500 plus SB & schedules on a fixed fee basis since 1971.  Our fees are unchanged since 2011.  We would be happy to work with you.  Joel Letvin, Monroe and Associates, Inc., jkl@monroeassoc.com, http://www.monroeassoc.com/

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We are a TPA firm and we work with a few TPAs that outsource thier DB/CB plans to us.  We have whosesale fees that works well and we could provide referrals as well.  Please feel free to PM me on the details.  

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We have a firm we can refer, feel free to PM me for their contact information. 

Regards

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Please PM me for information on my DB/CB [no 401k/PS] services.  Have been working with TPAs for years.  Just need one more small TPA account.

Regards.

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