Tag: TPA

Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.

ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).

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...

Communication is a leading driver of plan sponsor satisfaction with third-party administrators (TPAs), according to a report published by Transamerica Retirement Services.

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

The Department of Labor’s Employee Benefits Security Administration (EBSA) announced a workshop in South Carolina for retirement plan fiduciaries.

The Principal Financial Group released educational and practice-management resources for third-party administrators (TPAs).

 ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.   

Judy Diamond Associates launched a Directory of Retirement TPAs.

ExpertPlan was selected by First Allied to provide recordkeeping services for its clients.

Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator. 

Mutual of Omaha’s Retirement Plans Division has enhanced its Third Party Administrator (TPA) retirement product platform.

Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.” 

MassMutual Retirement Services is rolling out its latest version of the Third-Party Administrator (TPA) New Business Implementation Kit.

The third-party administrator (TPA) marketplace has a 30% influence on 401(k) assets, according to Cerulli Associates.

The Standard has announced the appointment of two new pension consultants. 

Great-West Retirement Services has appointed Daniel Friel as third-party administrator relationship manager for the East region.

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.