RGAdvisor

Fixed to TPAs, thank you!

Hello, We are an RIA firm with expertise as 3(38) fiduciaries. We are trying to partner with TPAs as we have incredible expertise in the Collective Investment Trust space and 401k/DB Plans. We make great partners with TPAs as we are a very hands on firm with experts from large 401k providers. If you were approached by an RIA, what would you like to hear? What would entice you to work with a 3(38)? Any assistance would be appreciated! Thank you