Guest amm19 Posted August 4, 2003 Posted August 4, 2003 Which 403(b) vendors do you see brokers and TPAs utilizing for unbundled 403(b) plans? Service has been an issue for our existing block of business with some of the larger insurance providers and we are looking for a replacement. Any insights would be greatly appreciated. Thanks!
Guest CBT Posted September 4, 2003 Posted September 4, 2003 Citizens Bank & Trust offers full "Gatekeeper" services, including plan audits, ongoing compliance testing, remittance services, participant statements and administrative training. Citizens Bank & Trust acts as an administrator only; they do not sell product. Their website is www.cbcfamily.com/employeebenefits.html. Their prices are reasonable also. I suggest you take a look.
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