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Posted

There really isnt a proper topic on the boards for this, but I was wondering if anyone had suggestions for where I could check out TPA companies (for competence/repuatation). I am going to start looking in North Carolina for a new position. Because I am out of state its tough to "know" the firms like I know the TPA firms around here. Right now I am working at a great small TPA that really knows its stuff! I am not sure how to know a quality TPA from a bad one in another state. (and i know there are lots of bad ones out there!)

I know in Plan Sponsor magazine one group in Charlotte was rated #1 this year, so I am going to check them out...but I really like working for small firms. Its a little harder to check out smaller firms and how they run things.

If anyone has any suggestions, I would appreciate it! (aside from the BBB, that is obvious but not that reliable).

Thanks!

Posted

I would talk to CPA firms and Attys in the area. They will have some insight into who does good and bad job. Really, the CPAs and Attys are usually the one cleaning up the messes left by bad TPAs.

JanetM CPA, MBA

Posted

I dont know why I never thought of that. Most of our business here comes from attorneys and CPAs. You think just cold calling CPA offices is ok??

Thanks!

Posted

If you're going to be in the Charlotte area, check on National Retirement Services, you can find them on the web at www.NRServices.com.

I have not worked for this firm, but I've worked with the folks who created this company in a previous life. Very professionl, know their stuff, good people.

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