Deals & People August 8th, 2024 Prime Pensions Acquires Pennsylvania-Based TPA, Adds 350 Plans The addition comes after Prime Pensions received PE backing from Lightyear Capital earlier this year.
Compliance November 2nd, 2022 SEC’s Proposed Outsourcing Rule Could Be Hardest on Small Advisers The new rules, if approved, would likely require more catch-up by smaller firms to vet third-party providers, says a legal...
Deals & People October 6th, 2022 Sound Income Group Launches 3-Business Company Focused on Wealth Management Each of the three firms address a specific area for financial professionals who are, or seek to become, income specialists.
Products September 15th, 2022 Vestwell Launches 2 Products for 401(k) TPAs The products seek to help third-party administrators scale their small and midsize plans.
Deals & People February 9th, 2018 Retirement Industry People Moves Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more.
Products November 27th, 2017 Ascensus Gives TPAs Online Resources They Want There were several areas of interest that TPAs prefer to find quickly, all of which have been enhanced within an updated dashboard navigation toolbar for ease of access.