In the Media

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April 15, 2022
In a new ThinkAdvisor article, “The Dream 401(k) Plan Recordkeeper,” Joel Mee, senior director of Retirement Plan Sales at The Standard, discusses the changing landscape of the retirement plan industry and shares three key recordkeeper characteristics advisors and TPAs should consider when assessing the right partner for their clients' plans.
News Organization: ThinkAdvisor
January 28, 2022
“The onboarding and transition process can be daunting for plan sponsors, plan participants and advisors, but, with the right partners at the table, it doesn’t have to be.” In a recent @ThinkAdvisor article Joel Mee, senior director of Retirement Plan Sales at The Standard, shares his insight on why smooth transitions are important and how to ensure a positive experience for all parties involved.
News Organization: ThinkAdvisor
January 28, 2022
In a recent article in RPA Convergence, powered by @InvestmentNews, Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, highlights the growth trajectory of the small plan market and recommends how advisors can grow their business by providing plan sponsors with a platform that helps their plans thrive.
News Organization: RPA Convergence
January 28, 2022
“Understanding TPAs’ strengths will help new and emerging advisors grow and maintain long-term relationships with clients while enjoying the benefits of having an expert partner in their corner.” In a recent @ThinkAdvisor article, Rita Taylor-Rodriguez, TPA sales director at The Standard, shares the unique value a TPA brings to partnerships with advisors and recordkeepers.
News Organization: ThinkAdvisor
October 15, 2021
“Accelerate was created with ease of use in mind, allowing advisers and TPAs to use thoughtfully designed resources for their small plan clients.” A new PLANSPONSOR article explains what differentiates Accelerate from other recordkeeping platforms, and consults Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, and Jody Meth, senior director of Retirement Plan Product Management at The Standard, for their insights on how this tool was created with TPAs and advisors in mind.
News Organization: PlanSponsor
October 14, 2021
“Serving small retirement plans is nothing new for The Standard, but with Accelerate we can provide small plans a level of service typically reserved for larger plans at a competitive price.” In a new 401(k) Specialist Magazine article Rob Baumgarten, vice president of Retirement Plan Sales at The Standard, and Jody Meth, senior director of Retirement Plan Product Management at The Standard, share how Accelerate can benefit small plan clients.
News Organization: 401(k) Specialist
September 10, 2021
Collective Investment Trusts have been used for almost a century, but are becoming increasingly popular. In a new Advisor Magazine article, Ken Waineo, investment product and sales director at The Standard, shares 4 key benefits of utilizing CITs when building a retirement plan lineup and how advisors can communicate their value to plan sponsors.
News Organization: Advisor Magazine
July 1, 2021
For clients or plan sponsors with plan participants who would benefit from a lower-risk investment in their portfolio, stable value funds can be a great investment choice. Read more about stable value funds in the latest @advisorsmagazine article by Kent Bartell, director of investment research at The Standard.
News Organization: Advisor Magazine
March 24, 2021
“Accurate employee data is the key to a healthy retirement plan. Without it, employers can be exposed to greater risk, and correcting bad data takes extra time.” Joel Mee, senior director of Retirement Plan Sales, shared with Employee Benefit News the importance of data technology to ensure healthy, accurate retirement plans.
News Organization: Employee Benefit News
January 28, 2021
Joel Mee, senior director of Retirement Plan Sales at The Standard, shares with @PlanSponsor the importance of plan sponsors partnering with providers utilizing data technology. Read more about how plan sponsors can avoid operational errors in retirement plans.
News Organization: PlanSponsor