{ "media_type": "text", "post_content": "Looking for referrals on affordable, competent TPAs for SoloKs over $250k and traditional unbundled 401ks. Looking for Illinois and SoCal, but if they are good I don't care where they are located, if they can do Zoom or Microsoft Teams.", "post_id": "5f50c2a46f7b49001cc40e1f", "reply_count": 1, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Looking for referrals on affordable, competent TPAs for SoloKs over $250k and traditional unbundled 401ks. Looking for Illinois and SoCal, but if they are good I don't care where they are located, if they can do Zoom or Microsoft Teams.

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I use and am very satisfied with Advanced Plan Designs out of Springfield, MO. I’m three hours away in Kansas City, so communication is over email and phone. I’m sure they can Zoom, but I haven’t needed that so far. 417-885-0181 www.advancedplandesigns.com

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