007RetirementPlans

Thank you for taking the time to reply — I really appreciate it. As I continue on this path, the real challenge is understanding what the right seller or right‑size business would look like. I’m also checking out the broker idea--another member passed along a lead. Thanks to you and the other members, I’ve got a good starting point. Regards,

Thank you so much for the reply, David. I really like the idea of buying a TPA firm. I’ve been looking online and in the forums. Thanks again for helping me while I figure out my next steps.

I just want to say thank you for taking the time to reply and for providing such great advice. I honestly didn’t think I’d hear back from anyone. I don't have any clients that would follow me. I do client‑facing work and handle onboarding plans for a full‑service 401k provider. I like the idea of buying a firm more than a start‑up. Occasionally, I look on Google for the sale of a TPA business and recently started looking here in the forums. Congratulations on the sale of your business and your retirement. I hope you’re enjoying it to the max.

Greetings All! This is my first post, but I've been using Benefitslink since 2001--and I love it! I’ve worked in the retirement industry for over 25 years with 401(k) providers and a TPA firm that was later acquired by a recordkeeper. My experience includes onboarding, client account management, reconciling plan records, and handling 5500s and compliance testing. I understand the business from sales through servicing. I’m interested in starting a TPA at some point, and I want to know the actual steps to get started. For those who’ve done it, what does the beginning really look like and where should someone start? Thank you,