Tag: recordkeeper

Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the...

The former Fidelity workplace products head will work across the company on platform and partnership enhancements.

Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.

Ascensus and its Newport-owned nonqualified retirement systems have not been able to update participant accounts since November 2.

Legal Counsel for the Colgate-Palmolive Employee Relations Committee aim to terminate the plan sponsor's participation in a lawsuit alleging the...

A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...

The rate was driven by matching employees’ continued 401(k) deferral increases.

The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries.

Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.

How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.

The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.

It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.

Resources continues to expand its proprietary advice solution across multiple recordkeeping platforms.

If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.

The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.

The services will now be available to Vestwell advisers.

The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.

Flexible schedules are expected to continue post-pandemic, resulting in better access to coaching for more retirement plan participants.

It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.