Browsing Tag
Third-Party Administrator (TPA)
16 posts
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.
PensionPro, Payroll Integrations Partner to Simplify 401(k) Compliance Testing for TPAs
Deal enables third-party administrators to accelerate year-end testing without administrative hassle
Penelope, Navia Partner on White-Label 401(k) Plans
Deal marks 2022 startup’s debut of white-label 401(k) plans and recordkeeping for plan advisors and sponsors
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
Vestwell Launches Recordkeeping Product, Portal for 401k TPAs
Fully unbundled platform Vestwell Flex and TPA Portal intend to enable outside retirement plan servicers to vastly scale their client business
Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse
Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement.
Episode 34: Retireholi(k)s’ Resident Nerd Chad Johansen on the Biggest Challenges for TPAs and 401ks Advisors
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its…
New Digital TPA, ‘401KInABox,’ Launched by Industry Veteran
A digital 401k Third Party Administrator solution built to “eliminate the burden advisors experience on small plans” was…
Deep Trust, Knowledge, Experience Drives Innovative TPA Model
A new and unique third party administrator (TPA) organization launched Monday, one meant to compete with—and act as an…
Missing Participants and Fiduciary Responsibilities: A Risk for TPAs
The Department of Labor (DOL) is aggressively investigating the practices and procedures of plan sponsors with respect to…