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Strategic Partnerships

BY NAPA Net Staff | 2/12/2019
Morgan Stanley has entered into a definitive agreement to acquire stock plan administration provider Solium Capital Inc. Solium has 3,000 stock plan clients, with 1 million participants, while... Read More
BY NAPA Net Staff | 12/31/2018
Overland Park, Kansas-based Resources Investment Advisors has just announced two major affiliations.The firm, which describes itself as “a collaboration of investment advisers sharing resources to... Read More
BY Rick Meigs | 1/7/2013
In building strategic partnerships, Pete Kirtland wrote in Friday’s Wall Street Journal about the value and benefits of the unbundled approach: “When we talk about building 401(k) partnerships, there... Read More
BY Rick Meigs | 11/15/2012
A new year is fast approaching, which for many advisors means it’s time to give some thought to their marketing plans. Creating — or reviewing — a marketing strategy provides an excellent opportunity... Read More
BY Rick Meigs | 11/1/2012
In an article they wrote for the Journal of Pension Benefits, Sarah Simoneaux and Chris Stroud from Simoneaux and Stroud Consulting Services offer some valuable insights on how TPAs can benefit from... Read More
BY Rick Meigs | 10/19/2012
Here are four of my favorite new resources for plan advisors on selling:How to Crack the 401k Plan MarketAlthough the sales cycle for selling a 401k plan can be quite long, averaging anywhere from... Read More

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