Comments on: 403b TPA recs?

Question: 403b TPA recs?

dougiedd — Sat, 01 Sep 2012 14:47:58 -0800

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!

By: mullacc

mullacc — Sat, 01 Sep 2012 21:11:38 -0800

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.

By: Snerd

Snerd — Sun, 02 Sep 2012 06:14:28 -0800

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.