Tag: TPA

May 7, 2010 (PLANSPONSOR.com) - Loring Ward has signed an agreement to acquire the assets and retirement services of Tribeca Advisors, LLC.

Baden Retirement Plan Services (Baden), an Ascensus company, is rolling out its services nationally through Ascensus’ sales force of 12 regional vice presidents (RVPs).

Particularly in the small-plan market, retirement plan providers are seeing more business come through third-party administrators (TPAs)—and, as a result, are ramping up their efforts to attract TPAs.

The Hartford Financial Services Group, Inc. is expanding its product offerings to include 403(b) retirement programs for nonprofit organizations serviced by third-party administrators (TPAs).

Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online. 

Great-West Retirement Services has hired eight additional internal wholesalers to further enhance the support it provides its external sales force and their financial adviser and third-party...

Pershing introduced NetX360, an open-architecture technology platform that provides Pershing's customers with a single, integrated platform to manage brokerage and advisory businesses.

CMC Interactive added outsourcing services, including registered investment advisory (RIA) services, for firms servicing qualified retirement plans.

UBS has joined with Foundation Source, a provider of support services for private foundations, to provide customized private foundation services for UBS clients.

Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.

MassMutual's Retirement Services Division announced it is kicking off an enhanced model for its TPA Alliance business on March 31.

Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.

An SEI poll released yesterday found that many advisers think they could do more for their clients in the realm of tax management.