Tag: TPA

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

The Principal Financial Group announced that its third party administrator (TPA) installation expense allowance program will now run through the end of 2011.

David Reich has been appointed executive vice president of retirement platform development for LPL Financial.  

Lincoln Financial Group announced that its Lincoln Director group variable annuity-based retirement solution will be available for new sales exclusively through a service model supported by third-party administrators...

Transamerica Retirement Services is launching TPA Choice, a suite of solutions that provides third party administrators (TPAs) the ability to customize how they work with Transamerica.

Scott David is the new director of Third Party Distribution for the T. Rowe Price Group, beginning May 2.  

A third-party administrator pleaded guilty to one count of embezzlement of $1 million in assets from 12 retirement plans. 

MFS Investment Management has teamed with TPA(k)nowledge.com to offer complimentary access to TPALocator Service, a national network of third-party administrators (TPAs). 

Transamerica Retirement Services announced the addition of three people to its Third Party Administrator (TPA) Channel “to boost support and services for the TPA community.”

The U.S. Department of Labor’s Employee Benefits Security Administration announced that the owner of Philadelphia Pension Planning Corp. has been sentenced for making a false statement in a...

Pulse Logic has published the results of the second of two studies on third-party administrators, analyzing performance benchmarks and best practices.

Great-West Retirement Services appointed Julie Costello as a third-party administration (TPA) relationship manager for the west region.

New services from TD Ameritrade Institutional are designed to help independent registered investment advisers (RIAs) and third-party administrators (TPAs) grow their retirement plan business and better meet the...

Warren, Averett, Kimbrough & Marino, LLC, which describes itself as Alabama's largest certified public accounting and business consulting firm, has expanded its recordkeeping services reach. 

The Principal Financial Group has announced a new TPA installation expense allowance program.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group has gone inside to find a new national sales manager for its 401(k) business. 

The Retirement Advantage, Inc. (TRA) announced the addition of Brenda Brumm and Jay Bloom to its wholesale team.

Transamerica Retirement Services recently launched two new resources to help third party administrators build and expand their own retirement plan business. 

Third-party administrator Benefit Consultants Group (BCG) has introduced a Concierge Club partner development program that “rewards an adviser for his/her commitment to the retirement plan market.”

The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.