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Date: 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
Date: 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
Date: 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
Date: November 2, 2021
Life is unpredictable, so it’s important to ensure your clients feel prepared if they need to tend to themselves or a loved one. In a new ThinkAdvisor article Jill Frohardt, second vice president of Individual Disability Insurance Sales at The Standard, shares the importance of offering income protection and family caregiving benefits in any policy.
News Organization: ThinkAdvisor
Date: 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
Date: 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
Date: 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
Date: August 25, 2021
“Physicians see firsthand how often injuries and illnesses can occur, and how an unexpected disability can disrupt a person’s life and their income.” Chris Coy, IDI regional director at The Standard, recently shared his tips with Medical Economics for what physicians should look for in an individual disability insurance policy. Read more about how doctors can protect themselves with the right IDI policy.
News Organization: Medical Economics
Date: August 24, 2021
Income protection insurance is a vital part of a client’s financial plan. Jill Frohardt, second vice president of Individual Disability Insurance Sales at The Standard, outlines common coverage options to help create customized policies for your clients in a new InsuranceNewsNet article.
News Organization: InsuranceNewsNet
Date: 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
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