Tag: Recordkeepers

Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the Investment Company Institute (ICI).

A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.

Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...

Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.

Pete Schroedle has joined OneAmerica in a new executive sales position, in which he will target new and existing clients in the firm’s recently created central region.

FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.

Morgan Stanley will be offering retirement products from the Guardian Insurance & Annuity Company, Inc. on its wirehouse retirement platform.

M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

The Standard reached an agreement with Access Data to bring defined contribution investment only (DCIO) reporting capabilities to its fund partners.

Paychex Inc. added Mid Atlantic Trust Company’s ModelxChange Web-based model portfolios for its retirement recordkeeping services clients.

401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.

OneAmerica company McCready and Keene, Inc. announced its new Strategic and Targeted Allocation of Revenue (STAR) service.

The Department of Labor (DOL) has weighed in on whether certain revenue sharing payments constitute plan assets under the Employee Retirement Income Security Act (ERISA).

More retirement plan sponsors are looking to simplify their plans' investment menus.

Retirement, LLC, of Oklahoma City, Oklahoma, will merge with third-party administrator I AM, Inc. of Traverse City, Michigan.

Tom Hogan has been appointed chief executive officer of Retirement Systems Data, LLC (RSD).

AmericanFunds rolled out a multi-fund version of its Recordkeeper Direct tool, with the goal of providing advisers more investment and pricing flexibility.