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    QBI Blog

5 Reasons to Work with a TPA

Choosing the right third party administration firm for your retirement plan is crucial for your business. Here’s a plan sponsors and advisor guide on how to choose the right TPA firm.

Infographic 5 Reasons to Work with a TPA

Income money bank

Broadening Lifetime Income Solutions

Retirement Plan Advisors has reported employers “warming” to lifetime income solutions with 23% having adopted “…at least one approach in their DC retirement plans”. 18% more are considering it.

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Plan Sponsors and Advisors

Sponsors Recommend Their Advisers

Retirement Plan Advisors recently reported that Greenwald & Associates surveyed 565 employers for Massachusetts Mutual Life Insurance Co. last year and reported that 88% of these sponsors would recommend their adviser to another employer with 37% saying they would be “very likely” to do so. 93% reported the costs and benefits of working with advisers as favorable and 94% reported overall satisfaction with their adviser. A mere 10% indicated they probably would not make a recommendation.

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