Top 3 qualities to look for in a TPA

Top 3 qualities to look for in a TPA

You know how much I value a top notch TPA (Third Party Administrator) partner. They can help you win more plans with plan design help than almost any other way. They can come in the form of a CPA firm, a specialists firm, or inside of a recordkeeper. So how can decided who to trust to help your clients? After all, they are getting paid the client just like the advisor and recordkeeper.

In this episode I dive into this topic with Coleton Hutchins, QKA from The Ryding Company. Connect with him on Linkedin.


Sign up fo the (k)lub Sesh here: https://www.401jake.com


You can find me all over social media too:

Linkedin: https://www.linkedin.com/in/jakerushton/

Instagram: https://www.instagram.com/401jake/

Facebook: https://www.facebook.com/401jake

Twitter: https://twitter.com/jakerushton

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Connect with Anthony here. Join the 401(k)lub here.

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Connect with John here. Follow #goodadvisorsfinishfirst Get in the 401(k)lub!

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If you have any dentists whop would like to improve their practice, check out Dr. Dan's Elevation Association.

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Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

Connect with Dan Harding here. Join the 401(k)lub here

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