It might not have made it to your calendar, but today happens to be National TPA Day.
The timing is no accident—yesterday would have been for many calendar-year ERISA plans the (extended)... Read More
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Strategic Partnerships
BY Nevin E. Adams, JD | 8/17/2023
The third-party administrator, or TPA (bear in mind that a recordkeeper is also a TPA) can be a key advisor ally—or, if expectations aren’t aligned—the bane of a customer relationship. What’s most... Read More
BY Ted Godbout | 2/13/2023
A new consortium called the Portability Services Network (PSN) that helps workers who change employers automatically move their workplace retirement savings to their new retirement plan has gained... Read More
BY John Ortman | 12/8/2022
For years, one of the most persistent barriers to the smooth and efficient operation of many 401(k) plans has been the nature of the working relationship between the plan’s advisor and its third-... Read More
BY Nevin E. Adams, JD | 11/29/2022
Most of the attempts to affix a value to having an advisor tend to focus on investment returns or cost savings. Both are valid, objective measures that can have a real, substantive impact on... Read More
BY NAPA Net Staff | 11/10/2022
Voya Financial announced that it has added a new private equity option to its nonqualified deferred compensation (NQDC) executive-benefit solution.
The Pomona Investment Fund (PIF)—a registered... Read More
BY Rita Taylor-Rodriguez | 10/13/2022
The plan advisor-recordkeeper-TPA trifecta is like a three-legged stool—each supporting the plan sponsor with expertise and counsel. Without one of these critical partners in place, the stool is... Read More
BY Ted Godbout | 9/21/2020
Regardless of business model or scale, successful retirement plan advisors share certain habits that are critical to building their practices, according to a Sept. 9 workshop session at the 2020 NAPA... 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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