Tag: Recordkeeping

Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Executives need options like nonqualified deferred compensation plans (NQDCPs) to help them achieve their savings goals.

Retirement Plan Consultants (RPC) has implemented SunGard’s Relius Administration plan administration and recordkeeping solution.

Win-loss survey data shows the proportion of plan sponsors remaining with the incumbent after conducting full 401(k) provider searches has continued to grow.

More companies are making the financial wellness of their work force a priority in 2013, according to an Aon Hewitt survey.   

Mercer believes 2013 is a year for many defined contribution (DC) plan sponsors to take a fresh look at objectives, investment options and participant communications.

Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only serve to benchmark pricing, according to Cerulli.

Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.

Employee Fiduciary LLC, a privately held and independent 401(k) recordkeeper, launched a redesigned website.

Ascensus has agreed to acquire ExpertPlan, headquartered in East Windsor, New Jersey.

Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.

Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.

Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

 Wealth Management Systems Inc. (WMSI) has launched its latest Web application, Rollover Central.   

SunGard is expanding its managed services capabilities to help retirement plan administrators and recordkeepers reduce costs, comply with new regulations and focus on service differentiation. 

The American Society of Pension Professionals & Actuaries (ASPPA) released a new educational certificate, The Employee Stock Ownership Plan (ESOP) Administration Certificate.

ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).

Redhawk Wealth Advisors Inc. selected ExpertPlan to provide recordkeeping and administrative services for the advisory firm’s qualified retirement plan business.