TPA errors can be extremely costly.
That's why investment advisors and plan sponsors tasked with engaging a third-party service provider for plan document, compliance, and government reporting services need to do their due diligence. This means asking candidates more than just "Hey, what's your fee schedule?"
Our guide to TPA due diligence not only outlines key questions you should ask potential service providers, it shares DWC's own answers. We call it "The DWC Approach" and offer it as a reference of how a top-tier TPA operates.
What you don't know definitely can hurt you—and your clients. Arm yourself with information and request a copy of the guide today.