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.
The Ameritas Life Insurance Corp. hopes to onboard independent third-party administrators (TPAs) through a new sales program offering exclusive territories and support tools.
Panelists discuss the best way to leverage partnerships to bring more profitability to your practice.
If you haven’t already reached out to third-party administrators (TPAs) to help you grow your retirement plan business, you may be missing out. TPAs bring a lot to the table—including expertise, relationships and resources.
Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).
Cetera Financial Group has debuted an unbundled, open architecture solution for advisers who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors.
Paula M. Lewis was named vice president of retirement plan services at Tegrit Group, a third-party administrator.
Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).
Executives need options like nonqualified deferred compensation plans (NQDCPs) to help them achieve their savings goals.
Altigro Pension Services Inc., a retirement consulting and administration firm, announced its merger with IPA Northeast LLC.
In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.
Human resources consultant Findley Davies Inc. has acquired the assets of Columbus Retirement Administrators.
The Principal Financial Group created a website designed to make it easier for third-party administrators (TPAs) to manage client retirement plans online.
Laura Cali has been hired as a relationship manager with MassMutual’s Retirement Services Division.
Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.
ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).
Working with third-party administrators (TPAs) gives advisers someone to bounce ideas off and help empower plan sponsors, according to Keith J. Gredys, CEO of Kidder Benefit Consultants and Kidder Advisers.