In 2022, I left Merrill Lynch to join a 10 person Third Party Administrator (TPA).

Takeaway: Relationships follow you.

The foundation of our TPA is supported by relationships I built over 17 years at Merrill.

With the strong foundation in place, new relationships are growing.

In the retirement plan industry, everyone knows everyone.

Build strong connections, because eventually, you'll be helping each other.

I'd love a stronger connection with you.

DM me and let's talk --> @drewtirney