Mercer Adds Adviser Channel to DC Administration Sales
Mercer announced Wednesday it is expanding sales of its defined contribution administration services to add distribution through the adviser channel.
Tag: Recordkeeping
AARP Financial Chooses DST for Recordkeeping Services
DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.
Morgan Stanley Gains Access to Ascensus Platform
Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.
ADP Introduces Adviser-Oriented Retirement Plan Offering
ADP Employer Services today introduced ADP ACCESS, a retirement program that combines a financial adviser with ADP's 401(k) plan recordkeeping services.
ExpertPlan Releases RK System
Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.
EASi Updates Stock Plan Administration Software
Equity Administration Solutions, Inc. (EASi), an independent stock plan management software company, released the first of three planned releases for 2009.
SPARK Answers More Questions about Info-Sharing
The SPARK Institute has announced additions to its Q&A Web site regarding its 403(b) Plans Information Sharing Data Elements Best Practices.
DST Retirement Offers Electronic Compliance Test Results
DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.
The 403(b) Company Can Help with Plan Audits
The 403(b) Company offers a 403(b) Administrator service that can help sponsors get through Internal Revenue Service (IRS) and Department of Labor (DoL) plan audits.
Invesco Aim Launches New 401(k) Review Tool
Invesco Aim launched an enhanced Invesco Aim PlanForward Module 3 Benchmarking and Reviewing 401(k) Plans.
research
What Provider To Work With?
Retirement plan advisers play an integral role in many providers' delivery systems, but while some providers do both adviser-sold and direct-sold business, others do no business through intermediaries.
regulatory radar
Hidden in Plain Sight?
What do the Department of Labor fee initiatives mean for advisers?
trendspotting
Providers Unsuccessful at Retaining DC Plan Assets
Due to insufficient focus on retention, the inability to reach the plan participant at the appropriate time, and failure to build a relationship with the participant prior to...
IMHO: Storm Surge
Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.
Using Plan Data to Improve Features and Operations
In addition to facilitating administrative and fiduciary functions, retirement plan data can help plan administrators decide on value-added plan features and services.
sales champ
More Than Middle Men
Partnering with providers to increase your value proposition to clients