Fidelity Extends Relationship with HP
Fidelity Investments has extended its relationship with HP, providing its employees in North America with total retirement services for an additional five years, beginning January 1, 2011.
Tag: Plan providers
Client Service Top Reason for Provider Switch
Retirement plan sponsors report that client service has now become one of their top reasons for choosing a new plan provider, according to a survey by Anova Consulting...
Victory Capital Eliminating Minimum Assets
Victory Capital Management announced it is eliminating minimum asset thresholds for retirement plan investors.
White Paper Helps Conduct an Effective Provider Search
The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.
ExpertPlan Retirement Program Picked for GWN
ExpertPlan, Inc. has been selected by GWN Securities, Inc. to provide a customized defined contribution and defined benefit retirement program to their national network of more than 700...
BP Retains Fidelity as Retirement Plan Services Provider
Fidelity Investments has renewed its long-standing contract with BP America, Inc., a subsidiary of BP plc, as its retirement services provider.
Plan Sponsors Weigh in on DC Providers
Between late June and late August 2010, approximately 35,000 survey questionnaires were sent to defined contribution (DC) plan sponsors from the PLANSPONSOR magazine database, as...
Getting Back on Stable Ground
A new J.D. Power and Associates study showed financial adviser sentiment towards their firms has stabilized in 2010, after a rocky few years.
Emotional, and Functional, Connections Drive Business
Cogent Research found that providers will gain business and loyalty from advisers if they are able to establish both a functional and emotional connection with advisers.
Putnam Enhances Disclosures to Plan Participants
Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...
Prudential Clarifies Key Account Structure
George Castineiras, senior vice president of Client Relations and Business Development for Prudential Retirement spoke to PLANADVISER to clarify details of Prudential’s new key account team structure.
New Multiple-Employer DC Plan Coming to Market
American Pension Services is introducing a 413(c) multiple-employer defined contribution plan, called “The Platinum 401k” program.
Plan Fiduciary Services Offers Multi-Employer Plan
Plan Fiduciary Services, Inc. is sponsoring the Affiliated Employers Retirement Savings Plan, a multiple-employer plan it says will lower plan administration costs.
Pru Retirement Moving to ‘Key Account’ Team Structure
Prudential Retirement on Wednesday announced a reshuffling of its client-facing service personnel into 10 “key account” teams based in three U.S. regions.
Perspective: How to Drive Retirement Plan Participation at Small Businesses
Strategies to increase participation rates and build your business.
DIA Launches Facebook Page
Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.
The Hartford Appoints Reiss Head of Sales
The Hartford Mutual Funds has named Jeff Reiss national sales manager.
Training New Plan Sponsors is Key
Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction.