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
Original Message:
Sent: 11/7/2024 4:17:00 PM
From: Lisa Murphy
Subject: TPA for 401K Plans
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
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Lisa Murphy CPA
Vice President - Accounting and Human Resources
GCON, Inc.
Phoenix AZ
(623) 777-0536
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