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Retirement Plan Advisor Role Working with a TPA

Retirement Plan Advisor Role Working with a TPA

Retirement Plan Advisor relationships are important to the success of a strong tax-qualified retirement plan.  It is also very important that roles and responsibilities are clearly defined from the onset when working on 401k plans or 403b plans

Part of the solution-package service providers deliver to the Plan Sponsor should be coming from the direction of a high-quality Retirement Plan Advisor. After a recent Plan Sponsor University (TPSU) Fiduciary Education Program at University of Pennsylvania, Philadelphia, PA, Mr. Fred Barstein, Founder and CEO of TPSU interviewed Mr. Robert Wisner, President of the Paragon Alliance Group,

Mr. Wisner’s firm has vast resources through personal experience and the firms approximately nineteen professionals.  The firm is a national TPA that spends considerable time and effort in making certain that each plan remains operationally compliant.

Mr. Wisner defines for our viewers, the role of a retirement plan advisor. Describing it as that of a quarterback or a project manager when working closely with a TPA firm.  All service providers need to be on the same page.

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