Tag: Recordkeepers

First Mercantile, a Memphis, Tennessee, provider of 401(k) plans, has unveiled a customizable enrollment meeting service.

Transamerica Retirement Services has hired Chad Brown as regional vice president in the company’s southern region to oversee all sales and distribution activities in western and central Texas....

TIAA-CREF has unveiled its Spanish-language initiative to increase U.S. Hispanics/Latinos’ access to retirement-planning information and tools, including a new Spanish-language Web site.

Bank of America Merrill Lynch has enhanced and renamed its small business retirement plan platform, MLConnect, to” more closely align with small business owners’ evolving challenges and priorities.”

Great-West Retirement Services has appointed Pat Fields as regional sales director for northern California.

Transamerica Retirement Services has hired Linda Kurz as regional vice president in the company’s Southern Region.

Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.

As part of its redesigned plan sponsor Web site to be launched next month, Putnam Investments has introduced a real-time fee disclosure tool.

The Hartford Financial Services Group is introducing investment options from three faith-based investment fund families into its retirement plans.

MassMutual Retirement Services said it enhanced product, pricing, and process in order to help retirement plan advisers and third-party administrators (TPAs) in the $5 million and under market.

Participants in Transamerica Retirement Services’ client plans now have read-only access to their account information via an iPhone or iPod touch.

A new product from Securian Financial Group is designed to help workers plan their retirement years.

Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation recordkeeping firm RiversEdge Advanced Retirement Solutions.

Connie K. Weaver has joined TIAA-CREF as executive vice president, chief marketing and communications officer, the company announced.

Fidelity Investments has released a new bundled 401(k) platform distributed through registered investment advisers (RIAs).

A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.

MassMutual's Retirement Services Division has introduced a new online virtual site visit that lets retirement plan advisers and existing and prospective plan sponsors "experience" MassMutual from their home...

Michael G. Johnson has been hired as regional vice president, Atlanta, at John Hancock Retirement Plan Services (RPS).

The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.

Securian Retirement said its site for financial advisers now offers “goal-based” navigation to help advisers get the information they need faster.