Wealthcare Capital Management offers a “fee compliance kit†to help employers ensure that their 401(k) fee structure would meet Employee Retirement Income Security Act (ERISA) standards.
GlobalBridge Inc., provider of separately managed account solutions for trust banks and wealth advisers, and investment firm Smith Group Asset Management announced the availability of the Smith Group’s...
A trade group representing public-sector defined contribution plans has released a Q&A document with information about the latest government regulations for 403(b) programs.
Fidelity Investments has introduced 403(b) Quick, a Web-based plan document tool designed to help tax-exempt employers generate recordkeeping agreements and plan documents to help them comply with new...
John Hancock Retirement Plan Services (RPS) unveiled a Web-facilitated training program for its 401(k) third party administrators (TPAs) called Forum Coach.
Pershing, a subsidiary of The Bank of New York Mellon Corporation, launched Lockwood AdvisorFlex Portfolios, a unified managed account program for financial advisers.
Great-West Retirement Services has joined with Ceridian Small Business Services to introduce a payroll interface 401(k) service that allows employers to reduce the administration of their 401(k) plan.
WealthCounsel launched a new Web site portal designed to serve the informational needs of attorneys, financial professionals, consumers, and the news media on topics related to estate planning.
RolloverSystems Inc. (RSI), has enhanced its services for advisers, retirement plan sponsors, and third-party administrators (TPAs) in the management of 401(k) plans rollovers.