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Did You Know there are two kinds of “Unbundled” provider service options?

One is where the Custodian (holder of the assets) is also the Recordkeeper (one who provides online access and quarterly statements), but the TPA (one responsible for testing and government forms) and advisor are separate entities. The positives are that you get to choose experts in their field and have some that are local to you. The negatives are that you have overlap between the data you provide the Recordkeeper and TPA, and the fees are often higher. Comparison shop always, but definitely shop with this arrangement.

If you have questions about your arrangement, give us a ring! We’re ready to help with all your retirement plan needs.

CATEGORY
All News Blog & Articles
Deductions Limits
Innovations
MVP of the Month
Newsletter
Uncategorized
Let's Talk!

If you have questions about what you’re reading, we’ve got you covered. Use our Contact Us form or call:
1-866-687-6877.