Need help finding good advisors for cash balance plan

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bdc
Posts: 10
Joined: Sat Mar 17, 2012 12:57 pm

Need help finding good advisors for cash balance plan

Post by bdc » Wed Jan 08, 2020 11:52 pm

Friends,
Anybody have recommendations for good TPA’s and flat-fee investment advisors for a medium sized cash balance plan for a physician group partnership? We’re finding a lot of investment advisors who want to charge tiered AUM fees upwards of 1% for a plan that may only return 3-4%. :shock: Any advice much appreciated...

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JAZZISCOOL
Posts: 472
Joined: Sat May 18, 2019 11:49 am
Location: Colorado - 5,700 ft.

Re: Need help finding good advisors for cash balance plan

Post by JAZZISCOOL » Tue Jan 14, 2020 12:34 pm

You may want to check out this site Benefits Link. Lots of good resources. I think you can sign up and post your question. Many benefits attorneys on there.

https://benefitslink.com/index.html

Also, check out White Coat Investor. He may have recommendations:

https://www.whitecoatinvestor.com/

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