Featured Jobs
|
Regional Vice President, Sales MAP Retirement USA LLC
|
|
Compass
|
|
BPAS
|
|
Pentegra
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Southern Pension Services
|
|
Retirement Plan Consultants
|
|
July Business Services
|
|
BPAS
|
|
Retirement Relationship Manager MAP Retirement
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
|
|
Anchor 3(16) Fiduciary Solutions
|
|
MAP Retirement
|
|
Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
|
|
Mergers & Acquisition Specialist Compass
|
|
Managing Director - Operations, Benefits Daybright Financial
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
Search the News Archive
|
4 Matching News Items |
| 1. |
Fred Barstein in WealthManagement.com
Nov. 17, 2025
"If data is like oil, then anyone should be able to drill for it, no matter who owns the land. And the driller should not charge even if they incur the costs of refining, storing and shipping.... [T]he reckoning over data is coming between record keepers that want to cross-sell, which may be most, if not all, of them, according to McKinsey, either alone or in partnership with advisors, and advisory firms that have similar ambitions[.]"
|
| 2. |
Fred Barstein in WealthManagement.com
May 5, 2025
"Convergence is potentially pitting advisors who sold and manage a plan against their record keeper partners. The question is not just who stands to profit the most or is best positioned; the question is what is in the best interest of the participants because of ERISA fiduciary mandates."
|
| 3. |
Fred Barstein in WealthManagement.com
Dec. 2, 2024
"The dramatic transformation of the RPA business highlighted by the shift of focus to participant rather than plan fees is being driven by [several factors] ... Few firms are ready, willing and able to make this transformation, and even fewer are executing it now. Though aggregators are well positioned, many are still focused on integration and building culture, which will be required before they can execute."
|
| 4. |
Fred Barstein in WealthManagement.com
Dec. 18, 2023
"Specialists or RPAs are racing to provide wealth services while 'dabblers', who realize the value in DC plans, need help sourcing clients and outsourcing fiduciary and administrative services as the coming tsunami of new 401(k) plans activate them, which could mean a surge in PEP formation and growth. Institutional plans will lead the way on retirement income and retail plans will wait and hopefully follow learning what works best providing a clear roadmap."
|
|
Syntax Enhancements for Standard Searches
|