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CAPTRUST, CapTrust Advisors Reconnect
Tampa, FL-based investment advisor CapTrust Advisors has joined the CAPTRUST family. The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client...
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Chasing After Health Savings Accounts?
A growing number of plan advisors are salivating over the next big thing: being able to have not only retirement assets under management, but also all the assets that their clients’ employees might set...
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Millennium Trust Expands Rollover Reach
Millennium Trust Company has entered into an agreement to acquire The Bancorp Bank’s automatic rollover business for $65 million. According to a press release, The Bancorp, Inc. will transfer all of...
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The Tidal Wave is Heading Your Way… Are You Ready to Ride it?
“What tidal wave?” you ask…? The data is telling us that the wave of consolidation that has taken hold in other parts of the retirement business is rapidly heading towards the retirement plan...
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A New ‘10-10-90’ Plan for Success
As industry practitioners and retirement plan specialists we maintain more than a passing interest in seeing that plan participants are collectively progressing toward achieving better outcomes....
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Using Health Care to Increase 401(k) AUM
It’s no secret that health care costs are being felt across the country – and that affording quality health care has become a universal issue. Employees are becoming more responsible for a larger...
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NQ Plan Mission Now Focuses on ‘Mission Critical’ Workers
Executive comp was once the focus of nonqualified plans, but these days the emphasis is on “mission critical” workers. Nonqualified plan designs offer a unique opportunity for collaborative discussions...
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Add Value with Financial Wellness
There is an awakening taking place in C-suites and HR departments across the country: Research supporting the benefits of financial wellness is continuing to mount, and rudimentary ROI calculations are...
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MEPs: How Do Advisors Fit In?
So-called “open” multiple employer plans (MEPs) allow multiple unrelated and unaffiliated employers to participate in a single plan that is recognized as such by both the IRS and DOL purposes. In 2012,...
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Triad Advisors, Resources Investment Advisors Announce New Recruitment
Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., Resources Investment Advisors, LLC have jointly announced the successful recruitment of Retirement Benefits...
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