Tag: Plan providers

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

The SPARK Institute Inc., a lobbying group for retirement plan service providers, is hoping to secure more flexibility from federal regulators regarding certain investment-related disclosure requirements.

Another participant in Fidelity Investments’ own retirement plan has brought a lawsuit saying participants paid excessive fees.

Financial services and asset management firm DST reached an agreement to bring its retirement income clearing calculator (RICC) services to Prudential Retirement clients.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

ERISA attorney Philip J. Koehler has launched ERISA Fiduciary Administrators LLC (EFA).

Two things always on a plan sponsor’s mind—retirement readiness and fiduciary responsibility—are opportunities for retirement plan advisers.

State Street Global Advisors (SSgA) is aligning its leadership in both active and passive strategies with client challenges.

WMSI has launched a new call center platform with expanded capabilities.

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).

MassMutual’s Retirement Services Division announced the transition of Bruce Jensen as managing director. 

SunGard Financial Systems released an enhanced version of its Relius Administration product.

Lincoln Trust has introduced a low-cost retirement plan solution, Model(k), providing fiduciary risk management for broker/dealers serving the small and midsize 401(k) market.

Mutual of America has developed 10 questions plan sponsors should consider when evaluating their organization’s retirement plan.

Win-loss survey data shows the proportion of plan sponsors remaining with the incumbent after conducting full 401(k) provider searches has continued to grow.

S&P 1500 plan sponsors finished 2012 with the highest year-end pension deficit ever.