Tag: TPAs

CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...

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

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.

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

Almost all (91%) financial planner CPAs surveyed by the American Institute of Certified Public Accountants (AICPA) cited retirement as a top personal finance concern of clients.