EastCoast TPA

I have been searching for the same thing but haven't had much luck. My colleague has been searching for a small TPA firm that is interested in selling and finding resources to assist isn't easy - for some obvious reasons.

CuseFan - Joining a firm is an option we have discussed, but at this point there are no specific assets to be acquired. While we have numerous contacts and a good reputations, we are at the infancy stage. Our goal is to acquire a book of business then add to that through our contacts. KarolineWriter - I know URPC is a large national firm but I haven't heard any horror stories. Should I assume you are speaking from experience?

I have several decades of experience in the TPA industry and have developed numerous relationships with financial advisers and plan sponsors throughout the years. A few of my colleagues and I feel the time has come for us to look into acquiring an existing book of business to jump-start building our own firm. We are primarily looking at NJ, PA, MD, DC, and VA but anywhere down the east coast through FL is desirable. We all have extensive 401(k)/403(b)/457(b)/457(f) experience and have also worked with actuaries on DB/Cash Balance plans. Does anyone out there know of a resource, whether it's a search firm or a listing, that can assist in finding a small TPA (or two) that would like to sell their book of business? I have read through multiple forums and there has been a lot of great information posted by those of you that have already gone through what we are attempting. Any insight would be appreciated - and if you just so happen to want to sell a book of business, please let me know.