Tag: Partnerships

ExpertPlan Inc. will provide recordkeeping and administrative services for One Capital Management LLC’s Strategic Retirement Solutions Model Program.

Informa Investment Solutions (IIS), a supplier of software and solutions for the investment industry, said it has agreed to acquire Zephyr Associates Inc.

An alliance between RPG Consultants and Main Management LLC will enable plan sponsors to utilize RPG’s technology and Main Management’s portfolio management capabilities.

The independent producer Delaware Valley Financial Group (DVFG) was added to the broker/dealer and registered independent adviser platform of LPL Financial LLC.

Paychex Inc., a provider of 401(k) recordkeeping services, launched a sales force to build relationships with advisers and plan sponsors.

Retirement plan solutions provider Ascensus announced expanded efforts to drive results for advisers in retirement plan servicing.   

Working with third-party administrators (TPAs) gives advisers someone to bounce ideas off and help empower plan sponsors, according to Keith J. Gredys, CEO of Kidder Benefit Consultants and...

More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.

Bay Colony Partners, a retirement consulting group in Boston, was acquired by CAPTRUST Financial Advisors.

Redhawk Wealth Advisors Inc. selected ExpertPlan to provide recordkeeping and administrative services for the advisory firm’s qualified retirement plan business.

True Private Wealth Advisors LLC in Salem, Oregon, was formed by partners Brett Davis and Steve Altman, and partners Todd Gescher and Jason Herber.

Sean Zent has been hired as a retirement plan consultant, opening an office in Buffalo, New York, for CPI Qualified Plan Consultants Inc.

Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.

SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.

Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.

Although plan sponsors are reluctant to completely overhaul their plans, evolving defined contribution (DC) plans are creating challenges and opportunities for advisers, a report found.

Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.

 Targeted at small businesses, 401KAdministrationServices.com provides specialized full-service 401(k) plan recordkeeping services.  

More than 12,000 Edward Jones advisers can offer OneAmerica’s 401(k) and 403(b) plans, the companies said in an announcement about the new alliance.