In Practice July 24th, 2023 The Portability Services Network, Explained The network started by Retirement Clearinghouse has many of the largest recordkeepers signed up to coordinate on retirement plan portability....
Deals & People October 6th, 2022 Retirement Clearinghouse Partners with Fidelity, Vanguard and Alight on Auto-Portability The Portability Services Network seeks to make it easier for participants to transfer retirement assets when they change plans.
Products April 1st, 2022 Recordkeeper for Non-ERISA Plans Added to Adviser-Focused Provider Website Technology provider Benetic brings retirement plan service providers together on one platform to help advisers select the best solution for clients.
Data & Research October 4th, 2021 Specialist Advisers Say Cybersecurity Practices a Top Factor in Recordkeeper Selection A Cerulli Associates report finds recordkeepers expect to beef up their cybersecurity staff.
Products March 17th, 2021 Fidelity Decides to Exit HR/Payroll Business The decision affects nearly 2,000 existing clients, including retirement plan clients that use a bundled solution.
Products October 8th, 2020 UK Firm to Launch PEP Recordkeeping Solution in the U.S. Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
Deals & People July 14th, 2020 Infosys to Assume Operations for Vanguard DC Recordkeeping Business Vanguard says the partnership enables it to modernize its core recordkeeping platform and move faster on redesigning its participant experience.
Products November 27th, 2017 Ascensus Gives TPAs Online Resources They Want There were several areas of interest that TPAs prefer to find quickly, all of which have been enhanced within an updated dashboard navigation toolbar for ease of access.