Browsing Tag
Third-Party Administrator (TPA)
22 posts
Edward Jones Expands Workplace DC Plan Capabilities with New Product Agreements, Technology Investments
Partnerships with Nationwide, Voya, Aboon and Addition Wealth will support local businesses and expand financial access and education in the workplace
Why Your TPA’s CRM Shapes Your Results (And How to Talk About It)
Stax.ai Founder & CEO Naru Muraleedharan says advisors live with the ripple effects of whatever software their TPA runs—so make sure your TPA has a modern platform
Principal Partners with FuturePlan to Meet Rising PEP Demands
Adding FuturePlan as the pooled plan provider, 3(16) plan administrator, and TPA for Principal’s largest pooled employer plan went into effect July 1
Employee Fiduciary Redesigns Website
The site aims to provide retirement solutions for small businesses, non-profits, solo-entrepreneurs, and advisors
Strongpoint Expands to West Coast With AUI Partnership
The move will grow Strongpoint's actuarial team to over 25 professionals
John Hancock Retirement, Vestwell Partner on ‘FutureStep’ Launch
New open-architecture retirement plan to be available in “early 2025”
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.