Judy Diamond Associates obtains the information from the third-party administrators (TPAs) annually and verifies the firms before including them.
The Directory of Retirement TPAs, formerly available only in print as the Directory of Third-Party Retirement Plan Administrators, is a searchable, online database of contact and business information for third-party retirement plan administrators. It provides financial institutions that sell retirement products with a single source for selecting TPAs to administer their retirement offerings based on information provided by the administrators themselves.
Information available to subscribers includes:
• Types of plans the TPAs set up or administer;
• Investment products they offer;
• Custodians they use for their assets; and
• Contact information for the CEO/president, sales manager, operations manager and the investment manager.
To learn more about The Directory of Retirement TPAs, visit www.judydiamond.com or call 800-231-0669.