Tag: Recordkeeping

Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and advice.

Retirement plan advisers should help clients understand their rights and ability to access past records after a change in recordkeeper or TPA.

The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.

There has been an 8% drop in TPA satisfaction with the work of retirement service provider partners since 2014.

Recordkeeping systems are not as varied as they used to be, but it's still important for plan advisers to help their sponsor clients pick the right provider.

The two firms have complementary technology solutions and services, according to an announcement.

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

There are few, if any, regulations providing direct guidance on this matter.

The two companies will handle all of the plan administration.

Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...

Alliance Benefit Group has added The Retirement Plan Company to its national network.

Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.

Launches new publication for sponsors and advisers.

Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Do your retirement plan sponsor clients know it is up to them to track loans and hardship withdrawals?

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...