Products June 20, 2012

The Principal Introduces Resources for TPAs

The Principal Financial Group released educational and practice-management resources for third-party administrators (TPAs).
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The TPA Value-Add Program includes tools, training and resources that cover efficient practice management, adding value to relationships already in place, new-business prospecting, servicing existing clients and retirement plan business education.

Many of the tools can be housed on TPAs’ websites or incorporated into their firms’ newsletters.

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“Input from The Principal TPA Council and our years of experience working with TPAs guided the development of this new value-add program,” said Jeff Schreiber, vice president of TPA business development at The Principal.

 

Products June 19, 2012

TRUSTIVO Adds Dalbar’s Verified Expert Status to Network

 

TRUSTIVO announced it would add the Verified Expert program for advisers from Dalbar to its referral network.

 

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“This designation differentiates advisers in a meaningful way, helping Boomers find an adviser they can trust,” says Louis S. Harvey, Dalbar’s president and chief executive.  

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According to Harvey, due diligence including background checks, verification of educational and designation claims and the transparency of their investment process is performed to protect investors. “In addition, we ask the adviser’s clients to evaluate his or her performance, trustworthiness and skill,” he said.

TRUSTIVO’s objective is to connect advisers with people in need of customized retirement strategies, a goal Rad Pasovschi, TRUSTIVO’s chairman and CEO, says will be supported by adding the Dalbar designation. Few people are expert in all areas, such as retirement, taxes, insurance, estate planning, Pasovschi said.

More information is available here and at the Dalbar site.

 

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