Tag: TPAs

Ascensus hires new nonqualified plan head from MassMutual; July hires national sales lead and promotes former sales director to lead...

The addition comes after Prime Pensions received PE backing from Lightyear Capital earlier this year.

The institute taps five 2024-2025 board officers.

A PensionPro executive explains that while AI will make third-party retirement administrators more efficient and effective, human advisers and administrators...

The firm’s TPA Connect is designed to automate year-end Form 5500 compliance testing as a go-between for employers, payroll and...

Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.

Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.

There were several areas of interest that TPAs prefer to find quickly, all of which have been enhanced within an updated dashboard navigation toolbar for ease of access.

Destel-Bergen Corporation is merging its retirement plan administrative services practice into DWC.

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.

Many retirement plan third-party administrators (TPAs) responding to a recent survey indicated they most often charge a full document fee for Pension Protection Act (PPA) document restatements.

Plan advisers have an important role to plan in helping sponsors consider their options while choosing a third-party administrator (TPA).

FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.

The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

Retirement and college savings plan administration services provider Ascensus launched Ascensus Consulting.

An expanded third-party administrator (TPA) network is in the works for ASPire Financial Services LLC.

Altigro Pension Services Inc., a retirement consulting and administration firm, announced its merger with IPA Northeast LLC.

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...

United Planners added the Matrix plan data feed service to the United Planners Retirement Platform.