Tag: Plan providers

A participant who drew four loans from a retirement account over the years argues her provider inappropriately kept portions of interest payments that should have been credited back...

MassMutual Appoints 5 Managing Directors in Retirement Services; OneAmerica Appoints Head of Guaranteed Income Products; Fiduciary Vest Names New Partner; and more.

Paychex Adds LPL Financial’s Employee Advice Solution; Amerilife Names New CEO; New Sales Consultant Joins The Retirement Advantage; and more.

New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position 

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

More participants are placing a higher importance on income projections, Corporate Insight found.

Lincoln Investment Capital Holdings Purchases Legend Group Holdings; Morgan Lewis Extends Employee Benefits Services with Three New Partners; AllianzGI Acquires Sound Harbor Partners; and more

Recordkeepers provide a variety of services, and plan sponsors and advisers should look for the ones most important to them and their participants.

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more...

An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design.

The online tool is designed to help investors decide whether to allocate extra income to retirement savings or pay down student loans.

State investment market regulators in Massachusetts have expressed serious concern around the continued employment of broker/dealer agents with histories of misconduct. 

The program enables small businesses to offer their employees a plan for retirement with no administrative cost to the employer. 

Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role

 

Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.

The WTIA's partnership with Empower Retirement enables employers to offload virtually all administrative tasks.