MassMutual Names Relationship Manager
Laura Cali has been hired as a relationship manager with MassMutual’s Retirement Services Division.
Tag: TPA
Firm Unveils Plan Sponsor Video Series
Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.
ExpertPlan Acquires Suncoast Pension and Benefits Group
ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).
PANC 2012: Partnering with TPAs
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...
Survey Identifies Improvement Opportunities for TPAs
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 Provides Fee Benchmarking for ExpertPlan
Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.
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A New Approach to Third-Party Advice
Sponsor interest in third-party investment advice is on the rise.
EBSA to Hold Fiduciary Workshop in S.C.
The Department of Labor’s Employee Benefits Security Administration (EBSA) announced a workshop in South Carolina for retirement plan fiduciaries.
The Principal Introduces Resources for TPAs
The Principal Financial Group released educational and practice-management resources for third-party administrators (TPAs).
ExpertPlan Takes on Recordkeeping Business
ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.
Judy Diamond Associates Launches TPA Directory
Judy Diamond Associates launched a Directory of Retirement TPAs.
ExpertPlan and First Allied Form Partnership
ExpertPlan was selected by First Allied to provide recordkeeping services for its clients.
Lincoln Trust Acquires TPA
Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator.
Mutual of Omaha Enhances TPA Program
Mutual of Omaha’s Retirement Plans Division has enhanced its Third Party Administrator (TPA) retirement product platform.
Nationwide Financial Unveils Flexible Advantage
Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.”
MassMutual Launches Enhanced TPA Kit
MassMutual Retirement Services is rolling out its latest version of the Third-Party Administrator (TPA) New Business Implementation Kit.
TPAs Influence One-Third of 401(k) Assets
The third-party administrator (TPA) marketplace has a 30% influence on 401(k) assets, according to Cerulli Associates.
Standard Taps Two New Pension Consultants
The Standard has announced the appointment of two new pension consultants.
Great-West Appoints TPA Relationship Manager
Great-West Retirement Services has appointed Daniel Friel as third-party administrator relationship manager for the East region.