Products January 20, 2017

Ascensus Revamps TPA Support Services

Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively.
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Ascensus has created client service teams to work exclusively with third-party administrator (TPA) partners and to deliver technology enhancements—including a new TPA website portal.

Other new offerings made available to TPA clients include new capabilities to automate quarterly TPA payments from plan assets; updated plan administration guides; online training via webinars and self-paced modules; and additional plan update and transaction features.

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James Racine, appointed during 2016 to the new role of vice president of TPA relationship management, observes that TPAs play a key role in helping many U.S. workplace retirement investors maximize their success.

“We’ve always valued the role that TPAs play in helping people save for the future,” he notes. “Organic sales, acquisitions, and new branded partners opening up TPA products have created a need for even more support for this channel. We’re happy to make the investment in these key partnerships.”

Products January 20, 2017

Pension Inspector 10.0 Released by AtPrime Media

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 
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The newly released Pension Inspector 10.0 includes “ERISA PLUS,” an expansion of the firm’s internet research data mining capabilities designed to aid the transparency administration of retirement plans. 

According to AtPrime Media Services, via ERISA PLUS, Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. The solution also provides downloads of the complete Form 5500 Series for each selected plan.

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The ERISA PLUS Dashboard provides a key summary overview report for each plan in each year selected, based on the firm’s 14-year database. It also provides the ability to make key projections about plan funding. 

The ERISA PLUS Dashboard provides other capabilities as well, including benchmarking against peer plans across a variety of metrics.

A free trial membership is available at www.pensioninspector.com. 

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