Tag: Plan providers

Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.” 

Small-market 401(k) plan sponsors who have a clear understanding of the roles of their provider team members are more likely to be satisfied with their providers than those...

M&I Institutional Trust Services is rolling out PlanView, an interactive online enhancement that enables retirement plan sponsors and advisers to evaluate plan and participant metrics.

New York Life Retirement Plan Services has redesigned its plan sponsor and adviser Web site.

Including a retirement plan provider’s affiliated funds as part of a plan’s investment lineup is not a fiduciary conflict of interest or prohibited transaction under ERISA, writes ERISA...

J.P. Morgan Asset Management (JPMAM) has selected James Gearin as Chief Operating Officer of its Retirement Plan Services (RPS) business.   

Employers with Securian Retirement plans will be able to find information faster on the company’s new Web portal for defined contribution plan sponsors.  

LPL Financial has released an enhanced proprietary version of SearchPro, a Web-based qualified plan provider search and benchmarking tool.

Originating from an organization with over 30 years of experience in health benefit management, Simplifi ESO, LLC has launched its business operations nationwide.

The Principal Financial Group has launched its "Your Services" program, designed to help retirement plan sponsors manage their fiduciary obligations.

Mega defined contribution plan sponsors, whose plans have $500 million or more in assets, are focused on a unique set of factors when selecting a new asset manager...

BPAS, a national provider of retirement plan services, has added Ryan Fay to its sales team.

The Principal has launched a new program that is designed to help plan sponsors save time and money, and reduce the burdens of retirement plan administration.

Retirement plan provider REDW Benefits, LLC has become the newest member of Alliance Benefit Group (ABG), which has more than 700,000 retirement participants in 8,000 plans.

Ascensus announced a partnership with Edward D. Jones & Co. to offer its open-architecture retirement plan platform, SingleSource, to a wider client base.

Kansas-based retirement service provider, CPI Qualified Plan Consultants, Inc., is releasing a 401(k) program available exclusively to Edward Jones financial advisers.

Dee Sawyer has been appointed Head of Defined Contribution (DC) Product Management at Bank of America Merrill Lynch. 

Although regulatory changes to fiduciary responsibilities and disclosures loom on the horizon, plan sponsors of all sizes say that strong fiduciary support services falls low on the list...

TIAA-CREF has partnered with Emeriti Retirement Health Solutions to help individuals save adequately to cover health care needs in retirement.

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans.