Products July 19, 2007

Partnership Provides Benefits Mgr. Product to Advisers

July 19, 2007 (PLANSPONSOR.com) - Transcend Technologies Group, provider of software for the health and benefits industry, is teaming with The Association of Health Insurance Advisors (AHIA), to provide members with access to Transcend's Group Benefits Manager product.
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A news release from the Sacramento-based technology firm said Group Benefits Manager provides benefit advisers and agents with tools allowing them to prospect for new business, manage their current book of business, and provide value-added Web-based self-service functionality for clients.

Under the partnership, AHIA new members will enjoy a 30-day free trial of the product, including training and support. Members, can purchase the product at a discounted rate as part of their membership benefits, the news release said

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According to the announcement, Group Benefits Manager complies with Health Insurance Portability and Accountability Act (HIPAA) requirements. The company said it provides benefit advisers and agents with a portal to manage client accounts, including those with multiple vendor/carrier products, through features that include:

  • simplified, accurate enrollment via electronic smart forms.
  • centralized human resources management, benefits administration and reports.
  • customized access to data, links, notes, and carrier information.

More information is at    www.groupbenefitsmanager.com .

Products July 18, 2007

Unified Managed Account Offers Coordination of Diverse Investments

July 18, 2007 (PLANSPONSOR.com) - First Citizens Securities Corporation has announced the launch of its Unified Managed Account (UMA) offering.
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The UMA provides the ability to coordinate a diverse set of investment types, including mutual funds, ETFs, and separately managed accounts, within a single account, Maryanne Morrow, Vice President, National Accounts at FundQuest, said according to the announcement. FundQuest Incorporated will provide the UMA platform technology, overlay management, and investment due diligence. 

“Our new UMA is a state-of-the-art offering that expands the broad array of investment products and services we offer to help clients achieve their long-term financial goals,” said Kim Perry, Director of Sales for the Wealth Advisory Group at First Citizens, in the announcement.

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In addition to traditional investment products, First Citizens Securities offers financial planning, fee-based managed accounts, and life and long-term-care insurance. More information can be found at www.firstcitizens.com .

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