Jim Hallinan Pension Consulting, LLC

Retirement Plan Consultants to Small Business

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Why choose a Third Party Administrator over a bundled provider?

 

           

 

UNBUNDLED / TPA

BUNDLED


Service Model


-
  Number one deliverable is
   
customer service

-
Call and speak with the same
   people
you are familiar with

-  Fast and clear responses
  
to questions and requests



-
  Number one deliverable is
    data


-
Call and speak to another rep
   at the 800 number

-  Slower response times with
    technical jargon


Plan Flexibility


-
  Discuss plan design based on
    what
benefits your
   company most

- 
Design changes are quick
    and simple


-
  Choose from standardized
    options


- 
Jump through hoops to
    change any provision


Investment Flexibility


-
  Choose your investment
 
  options from several
   platforms

- 
If your needs change, we
    service several platforms and
    aid in the asset transfer

-  If you change platforms, your
    plan document continues to
   serve



-
  The bundled provider is  your
    only platform option


- 
If your needs change, you will
    need to find a new provider



-  If you change providers, you
    will need a new document at a
    new cost

 

 

 

Have questions?  Call us at 860-561-8425.
We'll get you what you need - it's what we do best.






77 South Main Street ◊ West Hartford ◊ Connecticut 06107-2404 ◊ Ph: 860-561-8425 ◊ Fax: 860-561-8426 




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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.