Tag: Recordkeepers

The adviser solutions program started in Q3; meanwhile, the firm’s asset management arm will release its first passive TDF in...

Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.

Accenture, fresh off its partnership with TIAA, says scale or specialize.

Alight announced that Stephan Scholl will continue as CEO and director until a replacement is confirmed.

The recordkeeping leader continues to build assets, highlighting its growth in overall customer engagement.

Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services.

PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior...

Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.

Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.

Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.

iJoin’s CEO discusses the evolution and current state of managed accounts.

CEO Ed Murphy says the firm is on the lookout for wealth-related acquisitions and notes 500 employees were hired into...

Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.

With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds...

Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.

J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from...

Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.

Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension...

Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.

Edmund Murphy discussed Empower’s push into wealth management and building brand name recognition during investor day.