Guest Pension250 Posted March 22, 2010 Posted March 22, 2010 I need some TPAs who do daily recordkeeping on Relius and trade with TD Ameritrade. Preferably in the Southeast, NC, SC or around that area would be great. Thanks!
Ron Snyder Posted March 23, 2010 Posted March 23, 2010 I don't know of any TPAs that trade through TD Ameritrade. Many use the Fidelity trading platform or John Hancock. TD Ameritrade is not a robust trading platform and has several deficiencies (bond trading, limited numbers of mutual funds and ETFs). I suggest that you contact Relius and ask for their user list for your area, and then contact them to find out which trading platform(s) they utilize.
Gadgetfreak Posted March 26, 2010 Posted March 26, 2010 RPG Consultants (www.rpgny.com) in NY has a trading relationship with TD Ameritrade and uses Relius (though I am not sure why that is a requirement) for DV. They have clients in many states. They can be the TPA and recordkeeper but, if you want a local TPA, they also have relationships with other TPAs where RPG is only the recordkeeper. ERPA, QPA, QKA
david rigby Posted March 26, 2010 Posted March 26, 2010 Call or e-mail me, please. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Guest eafrazier Posted March 26, 2010 Posted March 26, 2010 I need some TPAs who do daily recordkeeping on Relius and trade with TD Ameritrade. Preferably in the Southeast, NC, SC or around that area would be great.Thanks! Rogers & Associates Fort Worth, TX 817-334-0351
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