Non-Custodial TPA's

[Guest John F. Balevic]

I am a trustee and custodian supporting independent RIA firms, and am often asked to provide information on TPA's that provide their services without requiring that they act as custodian or manage the particpant assets themselves. Is there a web site that might list these firms along with contact information? Thanks.

[Jim Chad]

Hi John:

Please give us your email address or phone number. Maybe we can figure out how to start this list.

[Jim Chad]

Darn! Hit the send button too soon.

My email is Jchad@lettinga.com