Look I know bundled sounds good in the early stages of a plan, but you may be setting yourself up for a compliance nightmare. Partnering with the right TPA in your 401(k) practice is one of the best ways to win long term. It may cost a little more, but the value will be much higher. In this episode I discussed this with Shannon Edwards from TriStar Pension in Oklahoma City. Her experiences will help you be a better advisor and wholesaler. 

Also, make sure you sign up for reminders about the 401(k)lub. We will be launching later this month.