YATPA
Jan 31 2005, 10:19 AM
I haven't seen any posts on this topic in a while so wondered if anyone could give me an update on their experience.
We're looking for a non-insurance company, non-mutual fund company recordkeeper that partners with TPAs and does not restrict fund selection or require certain funds to be in the plan.
We've talked with Ceridian, BenefitStreet, and Retirement Planners & Administrators so far. Does anyone have any plans on these platforms who could give me their thoughts/comments?
What about The Newport Group, 401kASP, Daily Access or Unified Trust?
Any input would be appreciated.
a206536
Apr 16 2005, 02:24 PM
Jill, I stand by to consult with you regarding all of these firms. Earlier this year I sent a template that you can use to compare participant recordkeeping only firms. Just call me and I will be happy to help you find the best solution for your needs! The firms you list in your email were all clients of ours in my previous position so I am in a unique position to help you.
Best,
Tom Fleck
508-346-3811
vebaguru
Apr 19 2005, 09:41 AM
Good question. I have been on a similar quest, and didn't think to post here.
You omitted
InvestLink and
Deferral.com.
Eric.
May 21 2008, 04:29 PM
exactly what you are looking for with a well respected track record - www.wiss.com