Skip to main content

You are here


Service Providers

BY NAPA Net Staff | 11/30/2021
Industry insiders Pete Swisher and Jason Roberts have teamed up to create Group Plan Systems (GPS), the duo announced Nov. 30.  The new firm’s capabilities include serving as a Pooled Plan... Read More
BY Nevin E. Adams, JD | 11/16/2021
What’s the most used and least understood/appreciated acronym in the retirement plan industry? Well, for my money, it’s “TPA”—short for “third-party administrator.” It’s a term that is widely... Read More
BY NAPA Net Staff | 11/16/2021
Transamerica and FuturePlan by Ascensus have introduced a new pooled plan retirement solution that makes sponsoring a plan easier for employers and will help more people save for retirement.... Read More
BY NAPA Net Staff | 11/15/2021
Effective Nov. 15, 2021, AimPoint Pension is joining The Cerrado Group.  According to a press release, AimPoint brings a strong presence in the Southeast and MidAtlantic states to the... Read More
BY Ted Godbout | 11/9/2021
In light of the DOL’s increased focus on cybersecurity and participant data, plan sponsors should review their service agreements to ensure they do not give implicit approval to use participant data... Read More
BY Nevin E. Adams, JD | 11/3/2021
Advisors work with a variety of recordkeepers across different market segments, and in support of an plans of all sizes and complexities. As such, they are extraordinarily well positioned to compare... Read More
BY NAPA Net Staff | 11/3/2021
OneAmerica has unveiled a new retirement plan solution that eases administration and retains independence for businesses seeking to gain the scale that comes with a pooled or multiple employer plan... Read More
BY NAPA Net Staff | 11/2/2021
To address the retirement savings gap for Hispanic workers, the Principal Financial Group has expanded its suite of solutions by adding a Spanish-language option to its mobile retirement app. This... Read More
BY NAPA Net Staff | 11/1/2021
The Lincoln Financial Group has announced that it is enhancing its retirement plan options by launching a pooled employer plan in collaboration with NPPG Plan Professionals and Morningstar Investment... Read More
BY NAPA Net Staff | 10/19/2021
Nationwide, in partnership with the Capital Group and Annexus Retirement Solutions, has launched a new target date fund series to help participants optimize accumulation during their working years... Read More
BY NAPA Net Staff | 10/15/2021
LPL advisors will now have access to a multiple employer aggregate program powered by Lincoln Financial Group’s recordkeeping platform, making it easier for small businesses to offer... Read More
BY Bob Toth | 10/12/2021
My wife Conni and I have lurked in the netherworld of retirement plan administration for decades now, working on those things nobody ever sees. One of the ways we explain what we do to friends and... Read More
BY Nevin E. Adams, JD | 10/12/2021
A great resource to help you grow and expand your business could be right under your nose… Are you spending time you don’t have trying to work out problems you didn’t create? Let’s face it—good... Read More
BY Ted Godbout | 10/11/2021
Coming out of a difficult 2020, an improved net sales environment and appreciating stock prices are better positioning DCIO sales and marketing units heading into 2022, according to an annual study... Read More
BY NAPA Net Staff | 10/7/2021
BlackRock unveils a new in-plan retirement income option—and five large plan sponsors are already “in.” According to a press release, those five large plan sponsors (which include the... Read More
BY NAPA Net Staff | 10/6/2021
Securian Financial is expanding its retirement plan distribution relationship with SageView Advisory Group, with the introduction of SageView Personalized Portfolios. According to a press... Read More
BY NAPA Net Staff | 10/4/2021
Ameritas Life Insurance Corp. has acquired BlueStar Retirement Services, Inc., effective Sept. 30.  Founded in 1991, BlueStar is a full-service recordkeeper and TPA headquartered in Florida... Read More
BY NAPA Net Staff | 9/30/2021
Consolidation continues, as OneDigital Investment Advisors has made another firm acquisition. Led by Managing Principal Mark Ray, Sacramento, California-based Praxis Consulting, Inc. offers an... Read More
BY NAPA Net Staff | 9/29/2021
The firm’s retirement services unit has announced a new 401(k) recordkeeping solution designed to meet the needs of retirement plans with up to $2 million in assets.  Building on The... Read More
BY NAPA Net Staff | 9/28/2021
Kent Colwell has transitioned to the role of TPA Services Vice President, according to a Sept. 28 announcement by Transamerica.  In his new role, Colwell, who first joined Transamerica in... Read More
BY NAPA Net Staff | 9/23/2021
JULY Business Services has launched a Pooled Employer 401(k) Plan (PEP) designed specifically for small businesses, giving advisors an easy way to set up and serve more 401(k) clients. ... Read More
BY NAPA Net Staff | 9/21/2021
Seeking to help more Americans preserve their retirement savings, Vanguard is partnering with Retirement Clearinghouse (RCH) to introduce an auto portability service for 401(k) sponsor clients and... Read More
BY NAPA Net Staff | 9/17/2021
A massive merger of asset management firms could be in the offing, according to published reports. According to the Wall Street Journal, Invesco is said to be in talks to merge with State... Read More
BY NAPA Net Staff | 9/13/2021
CAPTRUST Financial Advisors announced the launch of Direct Fiduciary, a comprehensive retirement plan solution for small companies, in collaboration with T. Rowe Price and National Benefit Services (... Read More
BY NAPA Net Staff | 9/13/2021
Morgan Stanley at Work has entered into a strategic partnership with Empower Retirement to provide a comprehensive workplace retirement offering for employers that want to attract and retain top... Read More