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Date: June 6, 2024
The Standard's own Ted Schmelzle, second vice president for Retirement Plan Services, spoke with Planadviser recently about PEPs. “For The Standard, the vehicle is not focused on startup plans or even small plans, but plan sponsors 'of all sizes' who see the value in a customized plan with large plan benefits.” Read more.
News Organization: Planadviser
Date: May 23, 2024
How can you prepare the biggest, youngest workforce for the future? The Standard’s Angela Trefethen discusses the Gen Z Journey in Advisor Magazine. Read more.
News Organization: Advisor Magazine
Date: October 19, 2022
“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.
News Organization: National Association of Plan Advisors
Date: October 4, 2022
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.
News Organization: National Association of Plan Advisors
Date: July 20, 2022
“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.
News Organization: InvestmentNews
Date: July 20, 2022
“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.
News Organization: 401(k) Specialist
Date: July 20, 2022
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.
News Organization: Advisor Magazine
Date: April 15, 2022
In a new ThinkAdvisor article, “The Dream 401(k) Plan Recordkeeper,” Joel Mee, senior director of Retirement Plan Sales at The Standard, discusses the changing landscape of the retirement plan industry and shares three key recordkeeper characteristics advisors and TPAs should consider when assessing the right partner for their clients' plans.
News Organization: ThinkAdvisor
Date: January 28, 2022
“The onboarding and transition process can be daunting for plan sponsors, plan participants and advisors, but, with the right partners at the table, it doesn’t have to be.” In a recent @ThinkAdvisor article Joel Mee, senior director of Retirement Plan Sales at The Standard, shares his insight on why smooth transitions are important and how to ensure a positive experience for all parties involved.
News Organization: ThinkAdvisor
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