Browsing Tag
Third-Party Administrator (TPA)
22 posts
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 401(k)s 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…
5 Good Reasons to Fire a 401(k) TPA
Saying goodbye is never easy, but there are certain times when you simply need to do it. When…
‘Professional Fiduciary’ Indicted for 401(k) Fraud, Embezzlement
Alleged husband and wife grifters Jeff and Wendy Richie were indicted Wednesday for fraud and embezzlement related to…
2018 TAPO Judge: Rum, Retirement and Richard Carpenter’s Record-Keeping Expertise
USVI Pensions founder Richard Carpenter shares 35+ years of expertise in retirement plans, TPAs, and consulting services.
Fred Reish: DOL Wants to Audit …Now What?
It’s always unpleasant when a TPA gets a call or a letter from the Department of Labor (DOL)…