Tag: Plan providers

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, announced that John Morabito has joined the company.

Michael Doshier has joined MassMutual's Retirement Services Division as Vice President and Head of External Markets. 

Benefit Plans Administrative Services (BPAS) announced plans to acquire CAI Benefits, a provider of retirement plan administration, actuarial, flex, and benefit consulting services with offices in New York...

Blue Diamond Documents, a provider of self-directed IRA accounts, is introducing a Solo 401(k) plan for small-business owners. 

Alerus Retirement Solutions, a division of North Dakota-based Alerus Financial, has gone live with PlanServe’s Relevant Pension Portal.

Although advisers have a higher approval rating than recordkeeper relationship managers among mid-market plan sponsors, they have been struggling to keep pace in the small-market, according to Richard Schroder, President...

According to an Anova Consulting Group survey, small-market retirement plan sponsors report that defined contribution providers (or recordkeepers) are delivering a higher level of client service than retirement...

According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...

MFS Investment Management has launched the next module in its Advanced (k) practice management program for defined contribution advisers.  

In an effort to meet the “war for talent” head-on, Bank of America Merrill Lynch is rolling out a series of enhancements to its 401(k) and other financial...

Fidelity Investments has introduced a Retirement Distributions Center on its Web site.

Tegrit Group, a provider of retirement plan consulting, administration, and technology services for public and private plan sponsors, has acquired Advisors Pension Services (APS) of Columbus, Ohio.

The Guardian Insurance & Annuity Company has added to its fund line-up and focus list options for plan sponsors who use The Guardian Advantage or The Guardian Choice...

DST Retirement Solutions is rolling out a new strategy intended to help clients optimize the time spent on participant and plan Web sites. 

Mutual of Omaha has expanded its 401(k) product distribution team in the Northeast with two new retirement plan wholesalers, Ken Cappelli and Tom Mirra.

New York Life Retirement Plan Services is rolling out a new service model that organizes service teams into core industry practices.

Third-party administrators (TPAs) are playing an increasingly important role in the 403(b) market segment, notes an Issue Brief by Retirement Research Inc.

Multiple employer plans (MEPs) can offer a cost-effective solution for companies that want to offer a retirement plan for their employees. How can you incorporate this growing plan...

Vanguard will offer a bundled 401(k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus.