M Norton Posted September 20, 2022 Share Posted September 20, 2022 We are part of a CPA firm. Our department provides TPA services for tax and business clients of the firm as well as for plan sponsors who do not use our firm for non-retirement-plan services. We use an engagement letter specifically for the TPA services. It has been several years since our engagement letter has been modified. If you use an engagement letter for TPA services, would you be willing to share a sample? Thank you! Link to comment Share on other sites More sharing options...
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