Practice management
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Three ways to help enhance your TPA firm’s technology strategy
TPA firms that service retirement plans may be wondering what they can do to recognize and implement the technologies that will transform their processes and outcomes. Here are a few ideas to help point the way.
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Why 401(k) payroll integration should be a key strategy for TPAs
401(k) payroll integration offers many potential benefits for plan sponsors and third-party administrators. Learn the basics to help you initiate the conversation with clients.
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Building relationships with financial professionals—five tips for TPAs
Our new way of working can make it harder for TPAs to connect with financial professionals. Get five tips to help you build and maintain these relationships.
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Six tips for competing with robo advisors
The popularity of online investment advice continues to grow—making it harder for financial professionals to grow their business. Find out six tips that can help you compete.
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Three reasons to consider integrating AI into your retirement practice
Wondering if there’s a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.
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When SIMPLE isn’t best: why a 401(k) may beat the SIMPLE IRA
Sponsoring a retirement plan can help you attract, retain, and reward employees.
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ERISA 408(b)(2) fee disclosures—not just for your clients’ retirement plans
The Consolidated Appropriations Act of 2021 expanded the ERISA 408(b)(2) fee disclosures to include group health plans. Find out why this change is an opportunity for retirement plan professionals.
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Six things plan sponsors want to know about your firm
To succeed in the retirement plan business, your firm needs to set itself apart with a compelling story. Here's a look at six categories of questions plan sponsors often ask and why answering them convincingly is important to you.
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Five reasons to partner with a TPA
If you’re a financial professional in pursuit of retirement plan business, it may be time to consider a new type of partnership arrangement. Because TPAs play a key crucial role in the success of their clients' retirement programs, they're also well-positioned to help you build your practice.
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Livening up participant education with social media-like ideas
How can plan sponsors win younger participants’ attention while making sure they get the guidance they need to make decisions? One approach is to tap into the techniques social media influencers use to make their content so appealing. Here are tips to help you do just that.
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