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Press Release Archives
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2007
DailyAccess Corporation Launches Institutional Sales Team
December 13, 2007
Media Release |
DailyAccess Corporation, a leading national retirement plan services company, today announced its creation of an Institutional Sales team that will focus on sales and distribution of its services platform to broker/dealers, Registered Investment Advisors (RIAs), banks and mutual fund complexes. (more) |
RolloverSystems to Provide Rollover Support and Services to DailyAccess Retirement Plan Clients
December 11 , 2007
Media Release |
RolloverSystems Inc. (RSI), a retirement plan optimization specialist that helps plan sponsors manage fiduciary responsibility and reduce administrative burden and excess costs, today announced that DailyAccess Corporation has launched RSI's industry-leading retirement plan rollover and support services as part of its platform. (more) |
Retaining Retirement Plan Clients Through Partnering
December 5, 2007
401(k) Exchange - The Weekly Exchange Newsletter |
YOU’VE WORKED HARD to win the business of a large retirement plan. Now how do you keep the relationship solid for years to come? A retirement plan solutions provider who offers a comprehensive range of services and support can help an advisor acquire, retain and protect retirement plan business, even in a volatile marketplace. While every financial advisor-plan sponsor relationship is unique, there are steps you can take to increase your chances of turning the deal into a long-term commitment. (download full article) |
401kExchange Welcomes DailyAccess Corporation
to the Weekly Exchange
October 31, 2007
401(k) Exchange - The Weekly Exchange Newsletter |
FOUNDED IN 1995 by its current President, Tommy Thomasson, DailyAccess Corporation is a leading independent, national TPA and record keeper. A pioneer in using technology to help experienced advisors grow their businesses, their model has become more popular as advisors look for unlimited investment choice, transparent fees, and reasonably priced plans, as well as personal assistance. (download full article) |
Acquiring Retirement Plan Business by Partnering
October 31, 2007
401(k) Exchange - The Weekly Exchange Newsletter |
THE WORKING RELATIONSHIP between a financial advisor and a retirement plan solutions provider has the potential to be much more valuable than a vendor-client exchange. A provider who offers a comprehensive range of services and support can help an advisor acquire, retain, and protect retirement plan business, even in a volatile marketplace. (download full article) |
Pension Protection Act Turning Point for Dabblers
June 5, 2007
The Daily Star |
Advisors who dabble in employer-sponsored retirement plans face the decision of getting both feet in the pool or getting out. That's the message that Gregg Wood, Chief Operating Officer for DailyAccess, will deliver in his session, Incorporating the Pension Protection Act into Retirement Opportunities... (download full article) |
DailyAccess CEO Chairs New ASPPA Industry Organization, CIKR
June 5, 2007
Media Release |
DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, today announced its charter membership in a new organization called the Council of Independent 401(k) Recordkeepers (“CIKR” – pronounced “kicker”). (more) |
DailyAccess Corporation Names Vice President of Operations
February 26, 2007
Media Release |
DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, today announced the appointment of Michael Wojtaszek to the newly created position of Vice President of Operations. He will report to Gregg Wood, COO at DailyAccess. (more) |
DailyAccess Corporation Ranked #2 Recordkeeper in National Poll
February 20, 2007
Media Release |
DailyAccess Corporation claimed the number two spot nationwide in the 2006 Provider Ratings from 401kExchange. Ratings were obtained by surveying recordkeeping clients with plans in the $1 million to $10 million range about their retirement plan service providers. This is the second appearance for DailyAccess in the top rankings. |
2006
DailyAccess Corporation Names Weaver Northeast Regional Retirement Consultant
August 17, 2006
Media Release |
DailyAccess Corporation, a premier provider of recordkeeping and administration services for retirement plans, announced today the appointment of Todd Weaver as Retirement Consultant for its northeast region. He will report to Gregg Wood, COO at DailyAccess. (more)
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DailyAccess Corporation Adopts Newkirk/MasteryPOINT GuidancePlus Solution
July 28, 2006
Media Release |
Newkirk, a leading provider of communication solutions for qualified plan providers, today announced that DailyAccess Corporation, a premier provider of retirement plan recordkeeping and administration services, has adopted Newkirk/MasteryPOINT's GuidancePlus solution to make online investment guidance available to plan participants nationwide. (more)
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DailyAccess Corporation Selects RolloverSystems For Asset Retention Services
June 13, 2006
Media Release
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RolloverSystems today announced that DailyAccess Corporation, which provides retirement plan recordkeeping and administration services to hundreds of companies nationwide, will connect to the RolloverHQ™ platform. The move gives DailyAccess's financial advisor and plan sponsor clients direct access to RolloverSystems' automated rollover services. (more)
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DailyAccess Corporation Announces New Consulting Services Group
May 11, 2006
Media Release |
DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, today announced the formation of its Consulting Services Group. Led by compliance industry veteran Bob McKendry, CPC, QPA, QKA, CFP, the group will offer a variety of consulting services to plan sponsors and will partner with financial advisors to provide strategic consulting and marketing services. (more)
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DailyAccess Corporation Launches New Website
March 29, 2006
Media Release |
DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, today announced the launch of its new corporate website, www.dailyaccess.com. The site has been completely redesigned to align with DailyAccess's branding and marketing initiatives. The website features clean lines, simple navigation and detailed new content for financial advisors, plan sponsors and participants. (more)
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DailyAccess Corporation Names Skjei and Woodall Regional Retirement Consultants
March 16, 2006
Media Release
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DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, announced today the appointment of Kevin Skjei as Retirement Consultant for its Northwest region (more) |
DailyAccess Corporation Names Philip Pirio Senior Regional Retirement Consultant
March 2, 2006
Media Release
|
DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, announced today the appointment of Philip Pirio as Senior Retirement Consultant for its southwest region. (more) |
DailyAccess Corporation Names Henry Schwarzberg National Sales Director
February 23, 2006
Media Release
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DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, announced today the appointment of Henry Schwarzberg as its new National Sales Director. (more) |
DailyAccess Corporation Receives "Best in Class" Awards
January 25, 2006
Media Release |
Mobile-based DailyAccess Corporation, a national provider of recordkeeping and administration services for 401(k) and other retirement plans, received thirteen "Best in Class" awards for the second consecutive year in PlanSponsor magazine's annual Defined Contribution Services Survey. (more) |
2005
DailyAccess Corporation Offers Roth 401(k) Option
October 28, 2005
Media Release
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DailyAccess Corporation will be ready to support the Roth 401(k) option starting January 1, 2006. (more) |
DailyAccess Corporation Licenses Delta Data Software’s FUNDLinx ™
October 5, 2005
Media Release
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Delta Data Software, Inc., a proven provider of technology to the financial services industry, today announced that DailyAccess Corporation... (more) |
Securities America Selects DailyAccess Corporation for Retirement Opportunities
May 6, 2005
Media Release
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Securities America, one of the nation's largest independent broker/dealers, announced today that it has selected DailyAccess Corporation as its partner in building... (more) |
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