(What’s) Working With TPAs?

Over time the role of third-party administrator, or TPA, has been diminished in the eyes of many. And yet, nearly half of NAPA 401(k) Summit advisors tell us they work with one or more TPAs.
 
Sure, they deal with a lot of technical “minutiae” – we’re talking deep in the “weeds” here. That said, the role of plan administrator is essential – critical – to the smooth, effective and efficient running of a plan. They can not only help you keep business – they can help you find it.
 
Now on April 3 at the NAPA 401(k) Summit, we’ll have an expert panel of industry leaders to show you the way to get the most from those partnerships.  But, in advance of that session, we’d like to tap into your experience, perspectives and insights on that “experience.” 
 
And we’ll have it all sorted out for you on Friday…

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* 1. Do you work with third-party administrators (TPA)/compliance consultants?

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* 2. If so, why do you work with TPAs (check as many as applicable)

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* 3. If not, why don't you work with TPAs (check as many as applicable)

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* 4. In order of importance when selecting a TPA, rank the following 1-4 (1 Being Most Important, 4 Being Least Important)

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* 5. Do you have a partner selection process?

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* 6. What do you wish TPAs better understood/appreciated about working with advisors?

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* 7. Got a best/worst case story about working with TPAs that you'd like to share?

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* 8. Any other comments about TPAs, working with TPAs, choosing not to work with TPAs, how TPAs fit (or don't) with your practice, anticipation about the impact of this panel at the NAPA 401(k) Summit, and/or life in general?

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* 9. Arguably, while there were some bright spots, for the most part the Super Bowl commercials didn't "dazzle"... or did they?  Which of the following did you really like (check all that apply)?

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* 10. And which - if any - did you really hate (again, check all that apply)?

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* 11. Suggestions for future survey questions?

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* 12. Want to say hi?  Leave me your email...

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