Tag: Plan providers

Retirement industry moves at AB, American Century Investments, Pensionmark and more.

Participants will be able to change how their current balance and future contributions are invested among their 401(k) plans' available investment options.

The company has partnered with Heartland Payment Systems, Inc.

New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.

Through the ASAE Retirement Trust, organizations gain access to institutional pricing that’s often out of reach for many associations and nonprofit organizations, the company says.

A substantial rebranding and website redesign underscore the transformation to TIAA, with its simpler, more customer-centric vision.

OneAmerica has made available to plan sponsor clients Worksite Financial Solutions’ Employee Transition and Engagement Solutions.

National retirement plan advisory firm Cafaro Greenleaf has announced a new strategic partnership with InHub, which specializes in digitizing and streamlining the vendor search and RFP process.

Pershing LLC announced the addition of two new recordkeepers as part of the continued expansion and enhancement of its Retirement Plan Network.

Plan advisers should encourage their plan sponsors to revisit the purpose of the DC plan.

Money Intel announced the launch of a 401(k) platform specifically designed for small- and medium-sized businesses and their employees.

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

New hires and promotions at Acadian Asset Management, Alpha Pension Group, Pentegra Retirement Services, Cafaro Greenleaf and more.

Russell Investments, Pavilion Advisory, Guardian and others make new hires.

Guardian names new government affairs head; Mainstay expands institutional sales team; an acquisition for The Retirement Advantage; and GW&K Investment Management adds relationship management VP.

Among other things, the 8th Circuit found Principal’s adherence to its agreement with a plan sponsor does not implicate any fiduciary duty.

Arnerich Massena transitions some of its plan services business line to SageView Advisory; new hires at Macquarie Group and more.

A new section for those older than 55 helps them shift into planning mode.

Retirement Clearinghouse will guide participants on consolidating accounts.

OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry...