Tag: Plan providers

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Panelists at the recent PLANSPONSOR National Conference all agreed that before doing a search for a new retirement plan provider, sponsors need to clearly define their goals.

Pressure is growing on plan providers as regulators and legislators continue to scrutinize fees and outcomes of defined contribution (DC) plans, according to a recently published study by...

Morgan Stanley Smith Barney (MSSB) has expanded its Global Stock Plan Software suite with OptionEase, a stock plan administration tool for its partnered solutions offering.

Great-West Life & Annuity Insurance Company announced that Joe Greene is joining the firm as senior vice president and chief marketing officer.

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of its Pathfinder provider search tool.

Almost half (46%) of middle market plan sponsors who switched providers in 2011 say they did so to upgrade their plan, according to a recent Spectrem Group study.

Nationwide Financial is expanding its lineup of fiduciary tools and services for retirement plan sponsors and financial professionals with a 3(38) Investment Fiduciary Service from IRON Financial. 

John Hancock Retirement Income & Rollover Solutions (RIRS) announced the formation of its Consolidation Services group for retirement plan participants.

Great-West Life & Annuity Insurance Company is launching a retirement planning and education program to assist workers when they are eligible to take distributions from their plans at...

Putnam has introduced an iPhone application allows participants to find savings opportunities through comparison shopping, and then immediately direct that savings to their 401(k) account.

Loring Ward Total Retirement (LWTR) will provide advisers the ability to work with a range of retirement plan solutions.

ING Insurance U.S. has appointed Maliz E. Beams as CEO of ING Retirement.

American Century Investments developed its Retirement Service Provider Overview (RSPO) Program to help plan providers and advisers working with plan sponsors collect and document information.

Bank of America Merrill Lynch’s Retirement & Benefit Plan Services quarterly report on plan participant contribution activities found many plan sponsors are using a combination of automated and...

Investment management firm F-Squared Investments has named former Fidelity and Bank of America executive Bill Carey to head its newly formed retirement division.

Three things every adviser (and provider) wishes plan sponsors understood about recordkeeping conversions:  

Less than half of affluent investors are completely satisfied with their current employer-sponsored retirement plan provider, according to a new report released by Cogent Research.

Mutual of Omaha has announced the appointment of two new retirement plan wholesalers, Joe Gibson and Daniel Roebuck, and the promotion of Joe Reese and Paul Tavella to...