The 401(k)lub POD
The 401(k)lub POD
401JA(k)E
Top 3 qualities to look for in a TPA
31 minutes Posted Aug 4, 2020 at 8:22 pm.
0:00
31:29
Download MP3
Show notes

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

---
Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message