Tag: Plan Documents

Paychex, Inc., a provider of payroll, human resource, and benefits outsourcing solutions, has acquired ePlan Services, Inc., a provider of recordkeeping and administrative solutions to the defined contribution...

Though employees are expected to take on more decision-making and financial responsibility for their employee benefits, employee education and communications have become a much lower priority for employers.

Newkirk has been acquired by DST Systems, Inc., a provider of technology and services to clients in financial services, health care and other industries. 

The U.S. Department of Labor is soliciting public comments that address the possibility of expanding or modifying current rules about electronic distribution of employee benefit plan information.

BCG Bankruptcy Retirement Plan Services and Millennium Trust Company have teamed up to offer rollover and termination services for retirement plans of bankrupt employers.

The trustees of a Nevada supply company’s 401(k) plan can proceed with their suit accusing a plan consultant of a fiduciary breach by convincing the plan to invest...

Beginning in April, plan sponsors will be able to produce plan menus that provide access to 20 strategies internally managed by Hedgeable.

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

Frank Moore is the newest retirement plan consultant in the Birmingham, Alabama, office of CPI Qualified Plan Consultants.

Morgan Stanley Smith Barney announced that detailed fee and service benchmarking tools have been added to its defined contribution retirement plans.

Replacing a gasoline engine with an electric hybrid motor...doubling the number of intake and exhaust valves...installing ABS brakes instead of standard discs...When it comes to cars, advanced designs...

Wasatch Advisors announced that it intends to close the Wasatch Small Cap Growth Fund (WAAEX) to new investors through most third party intermediary platforms as of January 31,...

The retirement services division of American United Life Insurance Company (AUL) announced today that it will offer Advent Custodial Data (ACD) to its advisers.  

A Pricewaterhouse Coopers (PwC) survey finds asset managers are more focused on valuation for accuracy, risk management, transparency and accountability purposes.

Ascensus, a retirement plan solutions provider for broker/dealers and RIAs, announced enhancements to its retirement platform that it says “simplify retirement plan management.”

Newkirk revised several services intended to satisfy the Department of Labor’s (DoL’s) recently released final rule on disclosing fees and expenses, the company announced.

ING Retirement Services has added a tool to its GROW program that focuses on participant education.

MassMutual's Retirement Services Division announced improvements to its system for third-party administrators (TPAs) that automates and simplifies plan document processing.

Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.