Browsing Tag
Outsourcing
19 posts
PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan
New report finds 40% increase in satisfaction with the retirement plan’s advisor after joining a Pooled Employer Plan
Advisor Attitudes Toward 3(16) Fiduciary Outsourcing Explored in New Study
Pentegra publishes latest research to mark Sunday as 4th annual “3(16) Day”
Endeavor Retirement Names Advisor Success Head, The Standard Tops $2B in PEPs
The latest news from Endeavor Retirement, The Standard, Hub International, and more
Q&A with FuturePlan’s Aaron McIsaac: How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
Advisors can boost retirement plan growth and efficiency by partnering with TPAs for plan administration, leveraging their compliance and consultative expertise.
Corporate Roundup: Candidly, intellicents Partnership; OneDigital Acquires CBR
Candidly and intellicents partner to offer student loan debt repayment services, OneDigital acquires a human resources leader, Betterment updates its RIA division, and more
Hottest Topics of 2023: Mid-Year Review of Most-Viewed Articles
The Fourth of July holiday marks the ideal time to look back at the issues sparking the most reader interest during the first half of the year
Broadridge Fi360: Cybersecurity for Advisors
The session talked through new ways for retirement plan advisors to expand their cybersecurity protocols, along with how to distinguish guidance from the DOL and SEC
Plan Sponsors Spending Half Their 401(k) Time on Admin Work That Could Be Outsourced
New Pentegra survey released in conjunction with “3(16) Day” celebrating fiduciary expertise
Corporate Roundup: SPARK Institute Reveals Board-Elects; MSIM Launches ETFs; and More
The SPARK Institute announces new Governing Board members, while Lovell Minnick Partners acquires a retirement services firm, Morgan Stanley Investment Management releases new ETFs, and more
How to Build a 401(k) Practice by Cold Calling
Advisor Steven Wilkinson aims to prove a seven-figure practice can be built from scratch in 3 years—and he’s sharing everything about how he’s attempting it on LinkedIn