Overview

My firm specializes in the qualified plan market. We are a producing TPA with daily recordkeeping capabilities. We administer plans with over 10,000 plan participants. Our current strategy for growth is 1/3 positive flow, 1/3 new business and 1/3 investment growth. We are looking to purchase firms with similar clients or merge with firms that can compliment our existing services.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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Resources
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