Tag: Plan providers

Lincoln Financial Group’s Retirement Plan Services Business has launched a new online participant experience aimed at simplicity and streamlined service.

A U.S. district court judge has ruled in favor of the DOL fiduciary rule’s pending implementation, defeating fixed-indexed annuity providers’ effort to stall the groundbreaking regulation in court.

John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more.

The platform will perform “virtually all administrative tasks required by a company to offer a 401(k), removing this burden from company employees and executives.”

The firms have partnered to deliver a new retirement readiness service. 

Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.

John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs.

Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

The new program from PCS enhances advisers' ability to establish and demonstrate compliance with the DOL's fiduciary rule reform. 

A UPMC hospital system subsidiary in Altoona, Pennsylvania, filed a lawsuit claiming plan service provider CBIZ Benefits & Insurance Services made costly actuarial errors in projecting pension liabilities.

According to data from John Hancock Retirement Plan Services and Allianz Life, many Millennials have already fallen behind recommended retirement savings targets—but they also have time to recover...

The independent RIA is adding advisers across the country to enhance the services it delivers through the workplace.

Segal Rogerscasey to Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to Attain Slocum; and more.

The newly announced partnership between Alpine and PCS is an example of how recordkeeping providers are offering white-labeled platform options to support brand-conscious advisers. 

There are literally hundreds of value-add tools out there to consider for your practice—the challenge is deciding what to use and how to proceed.

The new Tax Exempt Center of Excellence website is a central hub for advisers and financial professionals to access information about OneAmerica tax-exempt plan products and services.

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.