PROspectives

The dynamics of the retirement plan landscape are shifting rapidly. Now more than ever, plan sponsors and participants are demanding higher levels of service and technology, while at the same time expressing increasing concern over cybersecurity threats and fraudulent...

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...

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...

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...

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...

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...

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 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...

Daniel Liss, CEO Daniel Liss is pushing boundaries. With ten acquisitions under his belt and more in the pipeline, the growth of EGPS is impressive. Acquiring TPA firms and integrating them into your operations is no easy task. “Culture is the most important thing we...

As a Fintech company we are obsessed with data and quantifying our productivity as it drives our products and value to our customers.   However, as the events of 2020 unfolded and "business as normal" became anything but normal, we found that using our tried and...

“I’m sorry, our budget has been frozen.” Sound familiar? “We need to make some cuts.” Had any of those calls? “We are in a holding pattern right now.” You know where this is going.   Sales and Business Development professionals across the country are inundated by...

In the moments after you realize your email has been compromised, you are overcome with a sense of fear, embarrassment, and denial. What have I done? What does this mean for all of my clients’ files? Who should I tell? What can thieves actually do with the data? I...