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TPA Review is the first directory of retirement-plan third-party administrators rated and reviewed by the financial advisors who work with them every day. Real ratings. Real experiences. No sales pitch.
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Your clients' retirement plans are only as good as the TPA behind them
Solo 401(k)s and cash balance plans live or die on administration. A great TPA makes you look brilliant — clean documents, on-time filings, proactive plan design. A bad one buries you in missed deadlines, surprise fees, and unanswered emails.
Until now, choosing a TPA meant word of mouth and guesswork. TPA Review replaces the guesswork with the collective experience of advisors like you.
Summit Pension Partners
Cash balance · Solo 401(k)
27 advisor reviews
“Onboarding a new cash balance plan used to take weeks of paperwork. Their portal had us live in days, and their team answers the phone…”
Example listing
Rated on what actually matters
Every TPA is scored 1–5 stars by advisors across the four dimensions that make or break the relationship.
Tech Enablement
Modern technology for easy onboarding and secure file sharing
Customer Service
Timeliness, helpfulness, and accuracy of responses
Value
Fair pricing and good value for the fees charged
Ease of Doing Business
Overall, how easy is this TPA to work with?
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