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Ethics in Action with Ilene Ferenczy
Ethics Webinar Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive...
Ethics in Action with Ilene Ferenczy
Join us! Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
Better Together
When an advisor selects a TPA to administer a plan, it is a conscious or unconscious extension of the advisor’s brand. Obviously, the financial performance is key to the combined value proposition, but simultaneously, if the plan falls out of compliance, the...
3(16) Fiduciary Services Explained (part 2)
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
3(16) Fiduciary Services Explained (part 1)
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
PensionPro of the Month: Patrick Forde
Patrick Forde, Empower Retirement It is really easy to spot an A-player. Five minutes into the conversation and Patrick has already answered our next three questions with his in-depth and thoughtful answers surrounding the value of independent TPAs. After 30 years in...
Missing Participants & Distributions with Ilene Ferenczy
Missing participants have long plagued plan sponsors and Third Party Administrators. The U.S. Department of Labor recently shared some warning signs they look for on Form 5500s which indicate that a plan has a problem with missing participants. They also shared...
PensionPro Joins Mid Atlantic
PITTSBURGH--(BUSINESS WIRE)--Mid Atlantic Capital Group (Mid Atlantic), a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients, announced today the acquisition of Harrisburg, Pennsylvania-based PensionPro, a...
PensionPro of the Month: Nicholas Pension Consultants
Warwick Nicholas, CEO “Culture is a popular buzzword these days, but the deeper we go into the idea, the more benefits we see. Keeping up with technology is not just something we have to do; it is part of our...
Life in the Cloud
2020 saw the world’s workforce abruptly sent home from the office. In the Third Party Administrator (TPA) industry, many of these were highly skilled and independent workers; therefore, due to the increased flexibility, reduction in commute times, and more control...
PensionPro of the Month: Osborne & Associates, Inc.
Zachary Osborne, APA, Retirement Plan Specialist “Wow, 2020, where do I start?” exclaims Zach Osborne, Plan Consultant. “If I had to summarize it, I would say we moved from being obsessed with growth and client service to simply gratitude.” This sentiment, from such a...
The #1 habit of growing TPAs is collecting good data
The beginning of the year is a time when the strategies and plans that were established the prior year are put into action. Collecting census data and issuing 1099s for distributions have been the focus of many TPAs up to this point. These tasks require the use of...
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