Tag: Recordkeepers

Despite fears that participants would flee their workplace retirement savings plan during the worst of the 2008 market turmoil, many defined contribution participants did nothing at all.

Surveyed advisers of employer-sponsored retirement plans (ESRPs) do not seem overjoyed with providers they work with, data from Cogent Research indicates.

Brian Mineweaser has joined DST Retirement Solutions as director of new business development.

Morningstar, Inc., has launched a nationwide directory of retirement plan service providers.

CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...

McCready and Keene announced it offers custom risk-based and age-based portfolios within the same retirement plan, utilizing an asset allocation strategy composed of a plan's core fund lineup.

Ascensus, a Dresher, Pennsylvania-based recordkeeper and benefit administrator, said it has expanded its trading capabilities.

ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that...

Mercer announced Wednesday it is expanding sales of its defined contribution administration services to add distribution through the adviser channel.

DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.

Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.

Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.

Equity Administration Solutions, Inc. (EASi), an independent stock plan management software company, released the first of three planned releases for 2009.

DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.