Valley of the Sun, Phoenix, AZ

  • 1.  TPA for 401K Plans

    Posted 11-07-2024 16:17

    Hi,

    Does anyone have experience with Hunnex & Shomemaker or MGKS as 401K TPA's and would be willing to share their experience? We are currently evaluating both for a change from our current provider. Our plan currently has 240 employees and >$10M in assets.  Thanks!

    Lisa



    ------------------------------
    Lisa Murphy CPA
    Vice President - Accounting and Human Resources
    GCON, Inc.
    Phoenix AZ
    (623) 777-0536
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  • 2.  RE: TPA for 401K Plans

    Posted 11-12-2024 08:52

    Lisa,

     

    I don't have any experience with Hunnex & Shomemaker but MGKS has been around forever and have a great reputation.  We have used them for our own plans and I have had clients use them over the last 25 years and have never heard a complaint.  My contact over the last 8 years has been Henry DeSpain.  Here is his contact info.

     

    Henry DeSpain, APA, QPA, ERPA

    Partner

     

    Main 602.944.1515 | Direct 602.296.3107 | Fax 602.944.1614

    hdespain@mgks.com

    www.mgks.com

    7600 North 16th Street, Suite 240, Phoenix, AZ 85020

     

     

    Glenn C. Conover, CPA, CCIFP, CEPA | Tax Partner

    Certified Construction Industry Financial Professional | Certified Exit Planning Advisor

    Office | (480) 500-6333      Cell | (602) 616-7245               

    Website | www.conoverasay.com

     

     






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