Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.
CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider.
The firm wants to recognize the contributions and expertise of third-party administrators to the success of the DC retirement system.
A Pennsylvania TPA, the Paragon Alliance Group, has rolled out a website with enhancements to make its website more mobile-friendly.
This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider.
Alliance Benefit Group has added The Retirement Plan Company to its national network.
Through responsive Web design, the TRA website delivers full functionality and content across multiple devices.
The certified public accounting and business consulting firm REDW has created Alliance Benefit Group Southwest, a separate company for retirement plan recordkeeping and third-party administration (TPA) services.
A new name, logo and redesigned website are the former Lincoln Trust’s latest steps in building its retirement business brand.
In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link’s new secure web portal.
Jon Prescott joined Envisage Information Systems LLC as vice president of institutional business development.
Successful financial advisers who work primarily with employer-sponsored retirement plans, also known as specialist advisers, guide plan sponsors through the sometimes-complicated landscape of managing their company retirement plan.
Choosing the right share class needs careful consideration as the Department of Labor (DOL) is paying more attention to investment menu options.
Qualified Plans, LLC (QP) has acquired Benefits Administration Services, LLC (BAS), in Birmingham, Alabama.
A myriad of factors are driving growth in the DCIO (defined contribution investment only) market, and assets look likely to keep on mounting.
Aspire Financial Services released the TPA Playbook for Success, a proprietary education and communication tool designed to drive competitive advantage for the firm’s third-party administrator (TPA) partners.
The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.
The DOL’s fee data proposal is fairly straightforward, but could trigger a prohibited transaction, says Bruce Ashton, a partner in Drinker Biddle & Reath’s Los Angeles office.
The Office of Compliance Inspections and Examinations (OCIE), part of the Securities and Exchange Commission (SEC), released its list of examination priorities for 2014.
An expanded third-party administrator (TPA) network is in the works for ASPire Financial Services LLC.