TPAs

TPAs

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Growing and Sustaining Your Company’s Value

The Challenge
For TPAs, placing business with service providers who cater to small plans (oftentimes insurance companies) presents an unintended consequence: Erosion in the market value of their firm.

Potential acquirers of TPA firms quickly lose interest in companies where a large percentage of their plans have been placed with custodians that have surrender charges and other embedded ’hostage’ fees. Simply put, those plans typically don’t have the mobility to easily be transferred to the acquiring firm.

The Solution
Retirement Revolution strongly believes that if you and

your plan sponsor select us as your service provider, we really have no right to stand between you and the strategic decisions you need to make on behalf of your firm and its clients. This business ethic is supported by a service model that is designed to generate profitability through competitive fees and operational efficiency rather than relying on implicit surrender charges. As a result, your business can grow in value with every plan you place with us, instead of being locked into an expensive, illiquid business relationship.

Move Up-Market

Remember the days when TPAs were servicing some of the largest plans in the retirement marketplace? Is that a position you would like to recapture? If so, then Retirement Revolution can help.

Our platform is designed to cost effectively service any plan regardless of size, without restricting the product features available to them. TPAs can now pitch the largest cases and be confident they can achieve feature parity with today’s bundled providers. In fact, we take it a step further and expand the depth and breadth of services you can provide your clients and prospects.

Learn more about these features and how a solution built on Retirement Revolution, compares to the large bundled providers.

Large Plan Solutions and Pricing, for the Small Plan Market

One of the primary reasons small plans do not have access to many of the features that large plans enjoy is because it’s simply too expensive for today’s providers to deliver. Retirement Revolution does not have that issue.

Retirement Revolution’s technology is designed to drive costs down so significantly that we can afford to deliver a large plan servicing model to the smallest of plans, without sacrificing profitability in the process.

Learn more about exactly what large plan features Retirement Revolution can offer to the small plan market.

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	(877) 867-6595	7 NORTH FAIR OAKS AVENUE PASADENA, CA 91103	INFO@RETIREMENTREVOLUTION.COM

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