“Accelerate was created with ease of use in mind, allowing advisers and TPAs to use thoughtfully designed resources for their small plan clients.” A new PLANSPONSOR article explains what differentiates Accelerate from other recordkeeping platforms, and consults Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, and Jody Meth, senior director of Retirement Plan Product Management at The Standard, for their insights on how this tool was created with TPAs and advisors in mind.
In the Media - Retirement Plans
October 15, 2021
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PlanSponsor
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October 14, 2021
“Serving small retirement plans is nothing new for The Standard, but with Accelerate we can provide small plans a level of service typically reserved for larger plans at a competitive price.” In a new 401(k) Specialist Magazine article Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, and Jody Meth, senior director of Retirement Plan Product Management at The Standard, share how Accelerate can benefit small plan clients.
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401(k) Specialist
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September 10, 2021
Collective Investment Trusts have been used for almost a century, but are becoming increasingly popular. In a new Advisor Magazine article, Ken Waineo, investment product and sales director at The Standard, shares 4 key benefits of utilizing CITs when building a retirement plan lineup and how advisors can communicate their value to plan sponsors.
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Advisor Magazine
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July 1, 2021
For clients or plan sponsors with plan participants who would benefit from a lower-risk investment in their portfolio, stable value funds can be a great investment choice. Read more about stable value funds in the latest @advisorsmagazine article by Kent Bartell, director of investment research at The Standard.
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Advisor Magazine
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March 24, 2021
“Accurate employee data is the key to a healthy retirement plan. Without it, employers can be exposed to greater risk, and correcting bad data takes extra time.” Joel Mee, senior director of Retirement Plan Sales, shared with Employee Benefit News the importance of data technology to ensure healthy, accurate retirement plans.
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Employee Benefit News
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January 28, 2021
Joel Mee, senior director of Retirement Plan Sales at The Standard, shares with @PlanSponsor the importance of plan sponsors partnering with providers utilizing data technology. Read more about how plan sponsors can avoid operational errors in retirement plans.
News Organization:
PlanSponsor
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November 15, 2019
Having a retirement plan provider serve as a 3(16) administrative fiduciary can help give employers peace of mind. Read more in this Advisor Magazine article by Rob Baumgarten, vice president of Retirement Plan Sales at The Standard.
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Advisor Magazine
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November 15, 2019
“That’s a boring way to spend my money” is one of the common objections heard when broaching the topic of life insurance. Jennifer Gassaway, a product manager at The Standard, highlights ways to overcome common life insurance objections in ThinkAdvisor.
News Organization:
ThinkAdvisor
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September 10, 2019
43% of employees aren’t comfortable selecting their own retirement investment options. Advisors can help. Learn how in this Advisor Magazine article by Rob Baumgarten, vice president of Retirement Plan Sales at The Standard.
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Advisor Magazine
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January 15, 2019
How can you balance technology and tailored solutions when having the conversation about retirement planning? Ken Waineo, senior director of business development for Retirement Plan Sales at The Standard, highlights managed services.
News Organization:
Advisor Today
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