DST Retirement Solutions Adds Biz Development Director
Brian Mineweaser has joined DST Retirement Solutions as director of new business development.
Tag: TPAs
TPA Announces Same-Day Deferral Investment Program
CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...
NetX360 Open-Architecture Platform Introduced by Pershing
Pershing introduced NetX360, an open-architecture technology platform that provides Pershing's customers with a single, integrated platform to manage brokerage and advisory businesses.
UBS Adds Solution for Private Foundation Administration
UBS has joined with Foundation Source, a provider of support services for private foundations, to provide customized private foundation services for UBS clients.
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.
Third-Party Distribution on the Rise
Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.
sales champ
More Than Meets The Eye
A partnership with a TPA offers much more than a plan administrator
micro scope
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?
beyond (k)
The Same, but Different
Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans
Financial Planners Cite Retirement Concern among Clients
Almost all (91%) financial planner CPAs surveyed by the American Institute of Certified Public Accountants (AICPA) cited retirement as a top personal finance concern of clients.