Tag: Plan providers

A study commissioned by Paychex shows process simplification and peace of mind are the leading factors driving small business owners to outsource employee benefit administration. 

This week brings new hires at LPL and Securian Financial.

Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor...

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...

Younger investors are especially interested in learning more about other products.

The deal will accelerate Millennium Trust’s growth as a provider of asset custody solutions.

The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan market.

Promotions, hires and additions at BPAS, Hatteras Funds and Westwood Holdings.

An adviser’s broad perspective and timely nudges can help the plan sponsor steer clearly through major changes.

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week. 

New hires and promotions at Cafaro Greenleaf, McDermott Will & Emery, Lincoln Financial Group and more.

New hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more.

A big market with needs to match, the small 401(k) plan market is fragmented and lucrative.

LPL advisers can now access MoneyGuidePro financial planning software solutions at a discounted price. 

New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.

There has been an 8% drop in TPA satisfaction with the work of retirement service provider partners since 2014.

Recordkeeping systems are not as varied as they used to be, but it's still important for plan advisers to help their sponsor clients pick the right provider.

Kravitz opens and staffs a new Chicago office; Jody Ackerman joins John Hancock RPS as a regional vice president; Chris Barrett joins Stadion as a regional vice president;...

Pen-Cal has become a Lion Street Owner-Firm.

"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.