Definiti Launches Adviser-Focused Program
The third-party administrator announced a program for account managers to work with ‘elite’ advisers on retirement plan books of business.
Tag: TPA
TPA Strongpoint Partners Adds Pension Financial Services to Network
Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.
Firm Launches TPA Focused on Public Plans
It plans to offer a centrally managed platform for education and participant support.
15th Anniversary of RPAY: Atlanta Retirement Partners
While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.
Texas Couple Admits to $15M Retirement Plan Embezzlement Scheme
A Texas couple faces a collective 22 years in prison after pleading guilty to an embezzlement and identity theft scheme that eventually funneled more than $15 million out...
Smaller DB Plans Rely More Heavily on Third Parties
There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.
DISRUPTION: Transamerica’s New TPA Requirement Denotes Industry Pressures
Our series of exclusive interviews with retirement plan service providers, new and established, continues with Transamerica—which just recently announced a requirement that all new plans coming onto the...
Retirement Industry People Moves
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 Mutual Offers Unbundled Recordkeeping Services
CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider.
John Hancock Observes ‘National TPA Day’
The firm wants to recognize the contributions and expertise of third-party administrators to the success of the DC retirement system.
Paragon Alliance Unveils New Website
A Pennsylvania TPA, the Paragon Alliance Group, has rolled out a website with enhancements to make its website more mobile-friendly.
Retirement Industry People Moves
This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider.
ABG Widens Plan Administration Business
Alliance Benefit Group has added The Retirement Plan Company to its national network.
TRA Debuts All-Platform-Friendly Website
Through responsive Web design, the TRA website delivers full functionality and content across multiple devices.
ABG Southwest Is New Retirement Services Unit
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.
Lincoln Trust Rebrands as LT Trust
A new name, logo and redesigned website are the former Lincoln Trust’s latest steps in building its retirement business brand.
TriStar Pension Consulting Launches New Secure Portal
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.
Envisage Names Business Development Leader
Jon Prescott joined Envisage Information Systems LLC as vice president of institutional business development.
Five Reasons to Consider Teaming with Local TPAs
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.
Caveat Adviser: Choose Fund Share Classes With Care
Choosing the right share class needs careful consideration as the Department of Labor (DOL) is paying more attention to investment menu options.