Products | November 24th, 2020 Nationwide New Business Fee Waiver Extended Through March The firm is also offering plan participants a 90-day trial period of its managed account solution.
Products | October 6th, 2020 Transamerica Debuts Student Loan Repayment Program It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.
Deals and People | September 9th, 2020 MassMutual Points to Scale as Reason for Empower Deal The recordkeeper also notes that fee compression is largely driving the ongoing industry consolidation.
Products | August 14th, 2020 Northshire Selects 401GO for Chambers of Commerce Platform The partnership with the recordkeeper will focus on the firm’s National Chamber of Commerce Micro Market Solution.
Products | August 11th, 2020 Hancock to Waive Recordkeeping Fees for New Clients in Q121 John Hancock Retirement has announced that it will waive recordkeeping fees for the first quarter of 2021 for eligible plans...
Products | April 24th, 2020 PAi Incorporates LPL’s Small Market Solution Into Platform PAi is using it for offerings for small business 401(k) plans and startups
Products | April 17th, 2020 Mutual of Omaha Eliminates Distribution Fees It is the latest recordkeeper to waive fees because of the coronavirus pandemic.
Products | April 9th, 2020 MassMutual Offers CARES Act Provisions to Retirement Plan Clients Plan sponsors can ‘opt-in’ to offer the provisions to participants.
Products | April 9th, 2020 OneAmerica Forgives Hardship Withdrawal Fees The recordkeeper is making the move in response to the CARES Act.
Products | April 9th, 2020 Securian Removes COVID-19 and Hardship Withdrawal Fees The firm is also offering free fiduciary and wellness services.
Products | July 29th, 2019 BPAS, MassPay Synchonize Retirement Plan Data Their "360 partnership" solution automatically ports information between the plan sponsor, recordkeeper, investment provider and employees.
Deals and People | March 15th, 2019 Newport Group Picks Up Recordkeeping Business of PNC Bank "This transaction will allow PNC to focus on providing fiduciary investment advice to our retirement clients, which is the core...
Administration | February 27th, 2018 Transamerica Requires TPAs for Small Plans, Reflecting Competitive Landscape Our series of behind-the-scenes articles speaking with new and established retirement plan service providers about their biggest challenges and opportunities...
Data and Research | February 22nd, 2018 2017 Was a Good Year for DC Plan Metrics ICI recordkeeper data shows that in the first nine months of 2017, the amount of participants contributing or taking a...