February 3rd, 2010
The Hartford Financial Services Group, Inc. is expanding its product offerings to include 403(b) retirement programs for nonprofit organizations serviced by third-party administrators (TPAs).
October 27th, 2009
Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online.
Deals & People
August 12th, 2009
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.
June 4th, 2009
Pershing introduced NetX360, an open-architecture technology platform that provides Pershing's customers with a single, integrated platform to manage brokerage and advisory businesses.
May 11th, 2009
CMC Interactive added outsourcing services, including registered investment advisory (RIA) services, for firms servicing qualified retirement plans.
April 21st, 2009
UBS has joined with Foundation Source, a provider of support services for private foundations, to provide customized private foundation services for UBS clients.
March 18th, 2009
Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.
March 16th, 2009
MassMutual's Retirement Services Division announced it is kicking off an enhanced model for its TPA Alliance business on March 31.
Data & Research
January 15th, 2009
Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.
What advisers see when looking for a DC recordkeeper partner
A view of a recent product development
August 7th, 2008
An SEI poll released yesterday found that many advisers think they could do more for their clients in the realm of tax management.
A partnership with a TPA offers much more than a plan administrator
Connecticut legislation may create the first state-administered retirement plan for small businesses, but will it cut out advisers and TPAs?
Partnering with providers to increase your value proposition to clients
Get to know the Retirement Plan Adviser and Adviser Team of the Year
In the micro-plan market, TPAs play a crucial role
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans
Strategic partnerships can build your business