403(b)

Steidle Pension Solutions Announces the Launch of SPS 3(16) Administrative Services

Retrieved on: 
Thursday, September 30, 2021

Steidle Pension Solutions, LLC, a national third party administration firm which provides cost effective 401k and defined benefit plan administration for plans with 1-1000 participants, has announced the launch of a new service for retirement plan sponsors: 3(16) Administrative Services.

Key Points: 
  • Steidle Pension Solutions, LLC, a national third party administration firm which provides cost effective 401k and defined benefit plan administration for plans with 1-1000 participants, has announced the launch of a new service for retirement plan sponsors: 3(16) Administrative Services.
  • SPS 3(16) Administrative Services allows employees to delegate many of the day-to-day responsibilities associated with maintaining a 401k plan.
  • In addition to 3(16) Administrative Services, SPS provides comprehensive 401k, 403b, cash balance, and defined benefit plan administration and actuarial services.
  • SPSs 3(16) Administrative Services complement SPS Payroll Integrative Services introduced in 2020.

The Pacific Financial Group Names Kendall to Lead Sales Strategy

Retrieved on: 
Thursday, September 9, 2021

BELLEVUE, Wash., Sept. 9, 2021 /PRNewswire/ -- The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has named industry veteran Cory Kendall as Executive Vice President, Sales Strategy.

Key Points: 
  • BELLEVUE, Wash., Sept. 9, 2021 /PRNewswire/ -- The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has named industry veteran Cory Kendall as Executive Vice President, Sales Strategy.
  • Kendall moves over from his sales leadership role at TPFG affiliate RiskPro, bringing valuable experience and relationships to both sides of the WealthTech firm.
  • An early pioneer and innovator in the group retirement space, The Pacific Financial Group has built a unique market leadership position in self-directed brokerage for 401k, 403b, and 457 accounts.
  • Founded in 1984, The Pacific Financial Group, Inc. (TPFG)provides financial advisors with a complete suite of programs dedicated to building, managing, and preserving wealth for every investor.