“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.
“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 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.
“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.
In a recent article in RPA Convergence, powered by @InvestmentNews, Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, highlights the growth trajectory of the small plan market and recommends how advisors can grow their business by providing plan sponsors with a platform that helps their plans thrive.
“Understanding TPAs’ strengths will help new and emerging advisors grow and maintain long-term relationships with clients while enjoying the benefits of having an expert partner in their corner.” In a recent @ThinkAdvisor article, Rita Taylor-Rodriguez, TPA sales director at The Standard, shares the unique value a TPA brings to partnerships with advisors and recordkeepers.
“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.