Qualified Plan Advisors, an Overland Park, Kansas-based retirement plan consulting firm has launched the Qualified Plan Advisors Pooled Employer Plan in partnership with Newport Group, a retirement plan services provider.
The PEP will help advisers assist clients in starting up new plans or growing plans, the company said in a release, but it won’t be limited to small plans.
“The QPA PEP will be available nationwide for employers of all sizes who desire additional fiduciary protections and fewer plan administrative responsibilities,” according to the release.
The announcement noted that the PEP will include adviser managed accounts as part of its hybrid qualified default investment alternative structure.
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources.
A new SIFMA and KPMG study of more than 2,100 US investors finds satisfaction high, AI-only trust falling, and demand for human guidance growing across every generation.
Retail banks and private wealth firms scored 40 in Fitch's AI stress test, signaling possible one-notch downgrade risk under an adverse scenario.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
