Tag: TPA

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.

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.

How High Can DCIO Go?

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 Launches TPA Playbook

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.

TRA Unveils Mobile Adviser App

The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.

Streamlined Fee Data May Have a Hitch

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.