In the Media

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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
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
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
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
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
April 28, 2022
“Even though many residents and fellows are on strict budgets during their training, there are policies available that provide strong coverage at a benefit amount and cost that match their financial situation.” A new article from ThinkAdvisor by Chris Coy, regional director of IDI Sales at The Standard, shares key features of income protection policies and why medical professionals should obtain this coverage early on.
News Organization: ThinkAdvisor
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
April 13, 2022
“With income protection insurance, you can be confident that you and your family will have steady income, even if you are unable to work due to an illness or injury.” In a new Kiplinger article, Jeremy Horner, vice president of the Individual Disability Insurance and Business Transformation Office at The Standard, describes the importance of income protection insurance and five key features of an IDI policy.
News Organization: Kiplinger
February 23, 2022
“By adding income protection insurance to your practice, you can ensure your clients are protected so that an unexpected event, or disability, doesn’t derail their financial plans.” In a new ThinkAdvisor article, Tawni Johnson, IDI sales manager at The Standard, highlights the overarching reasons advisors should recommend income protection insurance to their clients.
News Organization: ThinkAdvisor