John Smith Posted May 18 Share Posted May 18 Hello, I have a client interested in acquiring or merging with a small to mid-size 401(k) TPA firm. Their services include, but are not limited to, plan designing, plan valuation, preparing renewal packages, census scrubbing, contribution calculation (including profit sharing), and compliance testing (Coverage, ADP/ACP, 416 top-heavy tests, 401(a)(4), and top-heavy). They are open to opportunities in any location. If you know of any firms available for acquisition or merger, please send me a direct message. Best regards, John Link to comment Share on other sites More sharing options...
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