Life Unlimited with Larry Heller, CFP(R)
Business:Investing
Episode 49 - 401(k) Plans: What You Need to Know About a Third Party Administrator (TPA) — With Doug Hoefer
As a business owner, do you understand the core elements of your company’s retirement plan and what a third-party administrator (TPA) can bring to the table?
Today’s guest, Doug Hoefer, is here to answer your questions. Doug has over 20 years of experience in the retirement planning industry and has worked with Larry on several 401(k)s. In this episode, Doug makes sense of TPAs, including what they do and how they bring value to the retirement planning process.
In this episode, you’ll learn:
Tune in now to learn all about TPAs and how they can enhance your company’s retirement planning!
Resources: Heller Wealth Management | DWC The 401k Experts: (651) 204-2600
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