Tag: TPA

Providers Vie for TPA Attention

Particularly in the small-plan market, retirement plan providers are seeing more business come through third-party administrators (TPAs)—and, as a result, are ramping up their efforts to attract TPAs.

Buddy System

Retirement plan relationships are evolving from a casual give and take toward something more formal

Great-West Beefs Up Wholesaler Ratios

Great-West Retirement Services has hired eight additional internal wholesalers to further enhance the support it provides its external sales force and their financial adviser and third-party administrator (TPA) distributors.

ExpertPlan Releases RK System

Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.

Road Test

A view of a recent product development

A Big Deal for Small Business

Connecticut legislation may create the first state-administered retirement plan for small businesses, but will it cut out advisers and TPAs?

Moving Out

Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants

Simply the Best

Get to know the Retirement Plan Adviser and Adviser Team of the Year