Managed Accounts

401(k) Real Chat: Saumen Chattppadhyay

401krealchat Saumenchattppadhyay
In a Wealth Management RPA RealChat, Fred Barstein, Contributing Editor for Wealth Management’s RPA Omnichannel and CEO at TRAU, TPSU, and 401kTV, interviews Saumen Chattppadhyay,...

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Maximizing Retirement Plans: The Vital Role of TPAs and Advisors

Lauren Mcgovern Plan Sponsor
  A good Third-Party Administrator (TPA) plays a crucial role in managing and administering retirement plans, providing a range of services that ensure compliance, efficiency,...

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Insights from the 2023 RPA Record Keeper Roundtable & Thinktank

Business Conference
During the fifth annual RPA Record Keeper Roundtable & Thinktank in New York City, senior leaders from major firms gathered to discuss the challenges and...

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Retaining Retirement Plan Assets Requires Employers to Take a Holistic Approach

As an employer, one of your responsibilities is ensuring the financial well-being of your employees, both during their active working years and into retirement.  In...

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