Tag: Recordkeepers

Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.

Transamerica Retirement Services has hired Deborah Rubin as vice president, head of Third Party Administrator Channel Distribution.

CPI Qualified Plan Consultants, Inc., said that Ken Boivin will serve as retirement plan consultant in the firm’s newly created Grafton, Wisconsin, office.

Ascensus is now a retirement plan provider for Commonwealth Financial Network’s new Retirement Plan Consulting program.

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.

A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...

Social(k), a Springfield, Massachusetts-based retirement platform, has added the tobacco-free AHA Investment funds to its fund offerings.

The Online 401(k), a San Francisco-based provider of full-service Web-based 401(k) plans for small and single-proprietor businesses, expanded its payroll reach in Q3.

A new by the Principal Financial Group found that among the 75% of plan sponsors jobbing out the recordkeeping for their nonqualified deferred compensation (NQDC) plans, 92% are...

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Benefits consultant and service provider McCready and Keene has unveiled a recordkeeping platform aimed at small-sized clients.

A Charlotte, North Carolina, third-party administrator and recordkeeper has unveiled a redesigned Web site, including an adviser center.

Jersey City, New Jersey-based investment management firm Lord, Abbett & Co. announced Wednesday it is getting out of the small-401(k) market to concentrate on its defined contribution investment-only...

John Hancock Retirement Plan Services has announced a distribution partnership with the financial services firm Edward Jones.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

Diversified Investment Advisors, Inc., has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisers in meeting 409A requirements.

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.

Principal Financial Group said its new kit offers financial professionals marketing materials to identify and help clients through life events, such as retirement.

Security Administrators, Inc., a subsidiary of Security Mutual Life Insurance Company, introduced a guide about fully insured plans and cash balance plans.