“It is important to choose a TPA and recordkeeper who collaborate and work well together, by understanding their respective roles and responsibilities, having clear and consistent processes, and effectively and easily sharing information.” Rita Taylor-Rodriguez, TPA sales director at The Standard, highlights the benefits of partnering with a third-party administrator in a new National Association of Plan Advisors article.
Looking for ideas to improve plan optimization? Learn tips on how to introduce stable value funds into target date allocations in a new National Association of Plan Advisors article by Kent Bartell, director of investment research at The Standard.
In BenefitsPRO, Dan Jolivet, Workplace Possibilities practice consultant at The Standard, shares five reasons why employers should prioritize employees’ mental health and reevaluate their benefits packages.
Debra Villar, manager of disability management resources, and Brenda Smith, Workplace Possibilities senior director at The Standard, highlight how employers can increase the awareness of employees’ mental health benefits in BenefitsPRO.
“Small business owners and high-earning individuals can have the opportunity to significantly increase their tax-qualified retirement savings, reduce their taxes and be better positioned for retirement.” Learn more in InvestmentNews where Joel Mee, senior director of retirement plan sales at The Standard, highlights three potential options for employees working for a small business: 401(k) plus Cash Balance Plan, New Comparability Profit Sharing Plan and Triple Stack Match.
“Help your small business clients attract and retain new talent by setting themselves up to successfully meet the expectations of the new labor market.” In a new 401(k) Specialist Magazine article, Joel Mee, senior director of retirement plans at The Standard, outlines SIMPLE IRAs and 401(k) plans and what advisors should look for when making recommendations for their small business clients.
Ken Waineo, senior director of business development and sales operations at The Standard, provides an overview on market value adjustments (MVAs) in a new Advisor Magazine article, including when and why MVAs are applied.
In a new episode of the Mental Health for Leaders podcast, Dr. Dan Jolivet, Workplace PossibilitiesSM consultant at The Standard, shares what skills HR professionals and leaders need to better support employees at work and elevate the overall employee experience.
“While the issue of social security insolvency will be a major political issue, likely one that will require action from Congress, there are things that people preparing for retirement should know in order to better plan for the future.” In a new MarketWatch article Paul Garofoli, regional sales director of Individual Annuities at The Standard, highlights the projected state of the Social Security program and what that means for current and future retirees.