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 severalplatforms 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
*****************************************
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.