403b TPA recs?

September 1, 2012 2:47 PM

My company is looking for a TPA for our 403b retirement plan. Anyone have any personal experience with this market and recommendations pro/con? Thanks!
posted by dougiedd to work & money (2 answers total)

I'd ask your organization's lawyer or accountant. I don't have any personal recommendations. But I know there a lot of players in this market. Some of the big ones are TIAA-CREF, VALIC, Axa Equitable, Fidelity Investments, etc.

ASBO has resources aimed at school administrators. And here's the IRS page of 403(b) resources.

Hopefully someone with expertise in this area will see this question but next time you might want to try posting during the work week.
posted by mullacc at 9:11 PM on September 1, 2012

My company used RSM McGladrey for recordkeeping and compliance services. That branch of McGladrey is now part of Verisight. The service has been very good.

403bWise has some vendor selection resources if you haven't seen them already.
posted by Snerd at 6:14 AM on September 2, 2012