Tag: third-party administrators

James Campbell made 135 unauthorized withdrawals from a master trust used to pay ERISA plans benefits.

As executive director, she succeeds the founder of the retirement plan consulting firm member organization.

The food and facilities services company Aramark alleges its third-party health-plan administrator breached fiduciary duties and engaged in prohibited transactions...

The addition comes after Prime Pensions received PE backing from Lightyear Capital earlier this year.

The consulting firm's latest survey revealed that managed account sponsors have significant concerns about plan advisers’ ability to optimize portfolio...

LMP’s majority stake in the retirement administrator and recordkeeper will fund strategies including “aggressive” strategic acquisition.

The new rules, if approved, would likely require more catch-up by smaller firms to vet third-party providers, says a legal...

The SEC says the new rule proposals are responding to the growing trend in use of third-party vendors by financial...

Each of the three firms address a specific area for financial professionals who are, or seek to become, income specialists.

The products seek to help third-party administrators scale their small and midsize plans.

It plans to offer a centrally managed platform for education and participant support.

While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.

Advisers can guide their sponsor clients towards the assistance that TPAs and recordkeepers can provide.

There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.

Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more.

There were several areas of interest that TPAs prefer to find quickly, all of which have been enhanced within an updated dashboard navigation toolbar for ease of access.