Putnam Creates Adviser-Dedicated Web Site
Putnam Investments has launched a Web site dedicated to helping advisers better serve their clients.
Tag: Recordkeepers
Transamerica Launches Interactive Savings Education Tool
Transamerica Retirement Services has launched RetireTrack, a Web-based interactive and customizable retirement savings tools for retirement plan participants.
Vanguard and Ascensus Introduce Small-Plan 401(k)
Vanguard will offer a bundled 401(k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus.
Putnam Offers Plan Level Lifetime Income Tool
To empower employers and provide them with actionable information about their plan participants’ retirement readiness, Putnam Investments is making its Lifetime Income Score available more broadly to the...
Transamerica to Launch 3(21) Fiduciary Service
As part of its strategic focus and growth plans, Transamerica Retirement Services plans to roll out a 3(21) fiduciary service with Mesirow Financial.
Great-West Appoints Sales Director to Plains States
Ross Plumberg has been appointed Great-West Retirement Services’ regional 401(k) sales director for Kansas, North Dakota, and South Dakota.
Fiduciary Support Not a Focus in Provider Search
Although regulatory changes to fiduciary responsibilities and disclosures loom on the horizon, plan sponsors of all sizes say that strong fiduciary support services falls low on the list...
Majority of Employers Plan to Reinstate Match
The results of the 12th Annual Transamerica Retirement Survey reveal employer confidence is rising and it appears to be translating into a renewed commitment to retirement benefits for...
Lincoln Trust Offers Plan, Participant Fee Disclosure Solution
Lincoln Trust Company is offering a fee disclosure solution that it says goes beyond next year’s regulatory requirements.
TIAA-CREF Develops RIA Network
TIAA-CREF has collaborated with the Center for Due Diligence (CFDD) and PlanTools to create the Advisor Network.
Insperity Offers Enhanced 401(k) Contribution Deposit Feature
Insperity, Inc. announced a streamlined 401(k) deposit feature for its Workforce Optimization Solution clients.
BofA Merrill Lynch Adds to Institutional Client Relationship Team
Cathy Bolz is joining Bank of America Merrill Lynch's Institutional Client Relationships leadership team as an Executive Client Relationship Manager.
Fidelity Shows Positive Changes Made After Education
Fidelity Investments announced two records set among Fidelity-administered 401(k) plans.
Nationwide Offers Retirement Plans FDIC-Insured Product
Nationwide Financial Services, Inc. has added the Nationwide Bank FDIC Insured Deposit Account option to its menu of retirement plan offerings.
Mutual of Omaha Adds 401(k) Wholesalers in the Southeast
Mutual of Omaha has announced the appointment of two new retirement plan wholesalers, Joe Gibson and Daniel Roebuck, and the promotion of Joe Reese and Paul Tavella to...
Great-West Enhances Participant Web Site
Great-West Retirement Services has launched an enhanced Web site for participants in retirement plans it administers.
Putnam Develops Open-Architecture Mutual Fund Tool
Putnam Investments is launching FundVisualizer, a tool for researching mutual fund data, designed to be "visually compelling."
MassMutual Hires New Managing Director
MassMutual's Retirement Services Division has hired a new managing director in the southeast region – and says it will add three new sales support roles in the...
BofA Merrill Lynch Adds to Advisor Alliance
Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.
Aon Hewitt, Financial Engines Team on Advice
Effective immediately, Aon Hewitt is bringing advice to its 401(k) recordkeeping clients.