Third-Party Administrator (TPA) News Articles at 401k Specialist

7 minute read

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.

byBrian Anderson

September 26, 2024

2 minute read

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

byBrian Anderson

July 22, 2024

2 minute read

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

byBrian Anderson

March 19, 2024

2 minute read

Your 401(k) News

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.

byAmanda Umpierrez

January 31, 2023

3 minute read

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

byBrian Anderson

September 12, 2022

1 minute read

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.

byJohn Sullivan

July 6, 2022