The new program offers TPAs andRIAs an avenue to compete with the expanding groups of firms that are offering bundled retirement planning solutions. It allows this by marrying the TPA’s ability to perform the administration functions for retirement plans with an independent advisor looking over the investments, according to a news release.
Further, the technology platform on which the product is based offers additional retirement plan administration processes, includingprospecting, high volume conversion, enrollment, performance and tax reporting.
More information can be obtained through Luis Doffo, vice president for alliancesat BenefitStreet at 925-328-4549 or email@example.com.
« KFC Parent Foresees $100M Pension Shortfall for 2002