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More Late Adoption Lessons
Here are some additional best practices and lessons we've learned about the SECURE Act's late plan adoption provisions.
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What's Your Lane?
TPA's and advisors need to know their 'lanes' - and just as importantly, both need to stay in their lanes. Here's the latest on the joint ASPPA/NAPA 'bridge builders' groups's efforts.
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Superhighway Robbery
This column discusses the importance of protecting all the valuable data a TPA firm is entrusted with regarding people’s retirement savings.
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Tackling The Tough Stuff
When we first meet with a client to take over their plan or to design anew plan, one of the very first topics we cover is eligibility.
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Super Wonder Tpa
This column is intended to convince you that TPAs are modern day superheroes and by the time you are done reading you will be in love with your career choice again, realize how important you and your services are, and be ready to communicate your superpowers to people who should be utilizing your services.
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The Call That Every TPA Dreads
Plan termination is probably one of the most difficult processes we deal with as service providers. Here’s a refresher that may help. By Shannon Edwards & Theresa Conti
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The 3 Principles of Digital Persuasion
Use these tips to differentiate yourself in your email and social media prospecting. By Erin King
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The Bridge Builders
A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPA's. By John Ortman
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Diversity of Thought at WiRC
Diversity of perspectives is a key component to ensuring that retirement proposals are thoroughly vetted to ultimately create good, workable legislative proposals.
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WiRC Together Again
The Women in Retirement Conference was back in person in January. Here's a wrap-up of this year's event.
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The TriStar team is ready to help you begin your journey on the road to retirement. We will help you navigate the route for a smooth ride to and through retirement.