Dalbar Releases Top 10 Plan Participant Websites
The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.
Tag: Recordkeepers
Principal Launches Workplace Personal Investing Program for Mass Affluent
The adviser solutions program started in Q3; meanwhile, the firm’s asset management arm will release its first passive TDF in...
Recordkeepers Talk Collaboration, Challenges in Adviser Relationships
Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.
How Recordkeepers Can Stay Competitive
Accenture, fresh off its partnership with TIAA, says scale or specialize.
Alight CEO Plans to Step Down After Firm Appoints Successor
Alight announced that Stephan Scholl will continue as CEO and director until a replacement is confirmed.
Fidelity Reports 20% Growth in Assets to $14.1T
The recordkeeping leader continues to build assets, highlighting its growth in overall customer engagement.
PensionPro Announces Partnership With Payroll Integrations to Support TPAs
Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services.
Small Business “Bullishness” Helping to Drive 401(k) Growth
PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior...
M&A Shows Up As Top Driver of Recordkeeper Swaps in New Study
Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.
Ascensus to Acquire Mutual of Omaha’s 401(k) Business
Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.
Recordkeepers Are Leaning In on Managed Account Offerings
Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.
It’s Time We Stopped Evaluating Managed Accounts From 2006
iJoin’s CEO discusses the evolution and current state of managed accounts.
Empower Reports Year-Over-Year Growth in Workplace, Wealth
CEO Ed Murphy says the firm is on the lookout for wealth-related acquisitions and notes 500 employees were hired into...
Empower’s TDF-to-Managed-Account Offering Clocks $21B in Assets
Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.
Transamerica, ADP Each Add In-Retirement Plan Annuity Options
With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds...
Recordkeepers: We’re Investing to Reach Participants ‘At Scale’
Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
Consumer Researchers Rank Fidelity, American Funds Among Best Digital Experience
J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from...
TPA Strongpoint Partners Adds Pension Financial Services to Network
Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.
Fidelity AUA Jumps 18% Year-Over-Year in Q2 to $11.7T
Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension...
Epic Snags Recordkeeper Retirement Direct
Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.