Partnering with TPAs

Hello,

We are an RIA firm with expertise as 3(38) fiduciaries. We are trying to partner with TPAs as we have incredible expertise in the Collective Investment Trust space and 401k/DB Plans. We make great partners with TPAs as we are a very hands on firm with experts from large 401k providers. 

If you were approached by an RIA, what would you like to hear? What would entice you to work with a 3(38)? 

Any assistance would be appreciated!

Thank you

Generally speaking, we're interested and willing to work with most advisors. We want them to be open and honest about their capabilities and work with us in serving the client and not just as a gatekeeper.

With that said, the vast majority of our business comes through the advisor to us. It is an incredibly rare situation for us to have a client come to us without an advisor already in the mix.

12 hours ago, RGAdvisor said:

Hello,

We are an RIA firm with expertise as 3(38) fiduciaries. We are trying to partner with TPA's as we have incredible expertise in the Collective Investment Trust space and 401k/DB Plans. We make great partners with TPA's as we are a very hands on firm with experts from large 401k providers. 

If you were approached by an RIA, what would you like to hear? What would entice you to work with a 3(38)? 

Any assistance would be appreciated!

Thank you

***TPAs***

Fixed to TPAs, thank you!

9 hours ago, Riley Britton said:

***TPAs***

This is the more fashionable way to write it, but Strunk & White would go with TPA's.