So are there any members of this thread that manage retirement plans?

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B/D or plan service providers?




Where do you hang your retirement plan hats? Why?

We are a fee-only RIA. We work with a regional RK/TPA.

Principle has a great platform and provide a way to do fee only through an erisa fee.

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Dear Fishes,

I am an experienced professional with rich experience in Internal, Process Audits & SOX engagements.

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I am seeking bright opportunities which will help me advance in my career.

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Additional Posts in Retirement Plan Advisors

I am currently working with a few 401k plans as their advisor on various platforms. If I end up going to an RIA, how do I handle this business?


I currently use adp platform, reach out to me. Bill 6314129500

Talked to two major Recordkeepers this week and both of them said they are pricing their record keeping for plans with $20MM or more at a loss right now. What does that mean for the long term of 401(k) record keeping?


Hi all! We are looking for help with our retirement plan team! Looking for coordinators to assist with managing the plans. Offices in many locations. If you know of anyone, message me!


How do you get appointments with plan sponsors? They are hard to get in contact with and then 401(k) seems so low on their priority list or they "are happy with" (don't know about) their plan.


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What are your best and worst sources for leads/marketing?

What do you like/dislike about them?

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