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Three Common TPA Questions
What is the difference between bundled and unbundled?
Do advisors and TPAs provide the same services?
Do TPAs only work with small plans?
Plan Sponsor Topic 2
TPAs Offer the Same
Services as an Advisor
TPAs not only partner with your financial advisor, but supply services not supplied by them. We manage everything from your plan design and compliance testing, to plan amendments and government filings.
Your financial advisor will advise you on such service items as your plan’s investment selections, and give a thorough review on investment performance, among others.
Why partner with CWM?
Solve business owners’ tax problems
Create a smoother retirement plan experience
Respond accurately to timely questions
Innovative thinkers to maximize employer plan goals
Immediate support to your retirement plan administrative questions
Set up the retirement plan that makes the most sense for your growing company
We understand where your plan is today and make recommendations
that will improve the efficiency of your plan design tomorrow. Contact us today!
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