Tag: Plan providers

They are focusing on their fiduciary responsibilities by moving to lower-cost investment options.

Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.

Participants in retirement plans served by Lincoln Financial can now get retirement information on the Apple Watch.

Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.

Retirement plan advisers work closely with recordkeepers and third-party administrators, and as in the recordkeeping market, there are significant and persistent pressures reshaping the TPA landscape. 

It had sunk to an all-time low in 2016.

CANNEX Hires Annuity Research Leader; Northern Trust Expands Foundation & Institutional Advisors Team; BPAS Hires External Wholesaler; and more.

J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs. 

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

The complaint suggests plan officials ceded discretion to a provider to add any mutual fund it wished, “regardless of whether the funds were duplicative of other options, had...

Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.

Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.

For plan sponsors, benefits include improved recordkeeping and reporting, online plan management capabilities and enhanced client support, Vanguard says.

DiMeo Schneider & Associates, L.L.C. has rolled out SMART PLAN, for which it will accept fiduciary responsibility as a 3(38) discretionary manager for plans with assets between $10...

Empower Appoints Core Market Leader; DWC Rebrands; Lockton Expands West Coast Retirement Practice; and more.

Some advisers say retirement plan fees can be reduced by as much as 50%.

The first of two deadlines has passed for the DOL’s information request about a potential second fiduciary rule delay, but the window is still open for advisers to...

Nationwide Expands Asset Strategies Team; Northern Trust Collaborates with GuideStone Funds; Mercer Names Head of Mercer Digital; and more.