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,
