Tag: Client satisfaction

15th Anniversary of RPAY: Joe Connell

Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his core approach to the business remains the same.

15th Anniversary of RPAY: Pensionmark

Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office Adviser Team of the Year, apart from the size of the firm.

15th Anniversary of RPAY: Jeb Graham

One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is that plan sponsors are much more interested in the financial and physical well-being of their employees.

15th Anniversary of RPAY: Stace Hilbrant

The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation.

15th Anniversary of RPAY: the Prince Group

When the Prince Group won the Retirement Plan Adviser Team of the Year award in 2010, it did not offer 3(38) fiduciary services. Times have changed, says Doug Prince, CEO.

Leading by Example

Our Retirement Plan Adviser of the Year winners have ‘A’ced the test of time.

In M&A Assessments, Culture Matters as Much as Revenue

The inside story of the acquisition of Blue Prairie Group by Cerity Partners shows the foundational importance of long-term relationships and enthusiastic staffers in steering industry M&A activity.

How To Make 529 Plan Service Pay Off

Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own.

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.