Deals & People March 23, 2007

RolloverSystems Snags NRP Contract

California-based National Retirement Partners Inc (NRP) has signed RolloverSystems to help with its asset-retention and rollover strategy.
Reported by
National Retirement Partners, Inc., a network of independent retirement plan focused advisors with more than 3,000 retirement plans and assets in excess of $24 billion, has selected Charlotte, North Carolina-based RolloverSystems platform as part of its asset retention and rollover strategy. NRP has launched the program with 5 of their Member Firms, according to a press release.
“NRP conducted a very thorough review of potential partners for this initiative and RolloverSystems clearly demonstrated superior know-how with regards to assisting terminated participants through the rollover process,” said Bob Francis, Chief Operating Officer at NRP.
Customization Options
NRP advisors will have the ability to customize a segmentation strategy based on a number of factors, including the amount of the rollover. By pre-populating participant data and combining IRA account opening and benefit election in one place, the RolloverSystems Platform streamlines the rollover process and reduces the administrative burden, according to a press release.
“We pride ourselves on being uniquely capable of meeting the needs of financial advisors as key stakeholders in the rollover process,” said Lisa Pickrum, RolloverSystems CEO. “As a nationwide network of retirement plan focused advisors, NRP’s selection of our platform to function as the engine behind their rollover strategy underscores this achievement.”
“The program with RolloverSystems is significant in our continuing expansion of advisor products and services,” said NRP president and CEO Bill Chetney. ” We look forward to rolling this out to all NRP Member Firms.”
Deals & People March 22, 2007

VisionLink Joins M Financial Group

California-based VisionLink Corporate Insurance Services, LLC (VCIS) has become a member firm of M Financial Group, a network of independent insurance, investment, and executive benefit firms.
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According to a press release, VisionLink Corporate, which helps companies envision, create, and sustain compensation strategies focused on the key performance factors related to those organizations’ goals for growth, includes two companion firms: VisionLink Advisory Group, Inc. and VisionLink Financial Advisors, Inc.

VCIS was organized as one of the VisionLink companies to provide an effective means for fulfilling the funding requirements many compensation and benefits strategies demand.

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VisionLink’s Principals include Tom Miller (Founder and President), Robert Rainey, Ken Gibson, Rebecca Napier, Lori McIlroy, Craig Rutledge and Mark Walton.

“VisionLink is another great addition to our community of Member Firms. Tom and his team are proven leaders in the executive compensation market and have demonstrated their innovative spirit in many ways, including the development of VisionLink,’ said Fred H. Jonske, president and chief executive officer of M Financial Group, in the release.

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