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Rita Taylor-Rodriguez

The Value of Partnering with a TPA

The plan advisor-recordkeeper-TPA trifecta is like a three-legged stool—each supporting the plan sponsor with expertise and counsel. Without one of these critical partners in place, the stool is broken and no longer able to serve its function or fulfill its mission. That’s why, when partnering with a TPA, it’s important that all three legs of the stool are working together. 

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