Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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A Guide to Changing Your Plan's TPA
National Association of Government Defined Contribution Administrators [NAGDCA] May 12, 2015
"Changing a Third-Party-Administrator (TPA) for your defined contribution plan can be a significant undertaking. It involves not merely the transfer of records but the transfer of services and processes, many of which may be highly customized to your plan's unique design. The focus of this publication is to provide you with guidance and helpful hints if you're considering a TPA transition."
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