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Would you maintain participant accounts as a TPA if daily-valued platform exists?  

34 members have voted

  1. 1. Would you maintain participant accounts as a TPA if daily-valued platform exists?

    • Yes
      7
    • No
      9


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Posted

I'm curious if other TPA firms will maintain an annual summary of accounts when this information is already provided by the investment company.

It takes so much time!! And client's don't care (the vast majority anyway)!!

Austin Powers, CPA, QPA, ERPA

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