PSNC 2021: What to Expect From Provider Relationships
Industry experts discussed how to work with providers to ensure success for your plan.
Tag: recordkeepers
PE Firm to Acquire Aon’s U.S. Retirement Business
Aon says its newly revealed plan to sell its U.S. retirement business to Aquiline Partners is in part meant to...
Products |
Delivering a Next Generation Participant Experience
John James, with Vanguard, says the retirement plan industry is ripe for disruption in delivery and personalization.
Empower, Ascensus Acquire Recordkeeping Business of Truist
In addition, OneDigital has acquired the bank’s 401(k) investment advisory business.
Products |
JPMorgan Chase Launches Everyday 401(k) Micro-Market Solution
One notable feature is that Everyday 401(k) allows small business owners to commence setting up a plan and enroll their...
Products |
TIAA Enhances Mobile Enrollment Experience
The firm says the enhanced experience allows clients to quickly and securely enroll in their plans, change contributions, set investment...
Empower to Acquire Retirement Plan Clients from Fifth Third Bank
Fifth Third’s retirement plan business for its institutional clients will now focus on its core strength of providing independent fiduciary...
PSNC 2020: Evaluating Service Providers
The COVID-19 pandemic was a test for provider relationships. Did plan sponsors see their providers as real partners or did...
Empower Acquires MassMutual Retirement Plan Business
The firms say that with the acquisition, retirement plan participants will gain the outcome-oriented client focus and deep retirement expertise...
Important Considerations for the RFP Process
When conducting a service provider request for proposals (RFP), being specific can help ensure plan and participant needs are met,...
Principal-Wells Fargo Integration on Track for 2021 Completion
Remaining clients still on the Wells Fargo platform can expect to be transferred to the Principal platform by the end...
Study Suggests Recordkeepers Not Helping Guide Participants
Nearly three in 10 participants surveyed were either unaware of whether help was available or perceived that it was not,...
Start-Up Specialist America’s Best 401k Acquired by Creative Planning
Creative Planning already has a well-established 401(k) offering, but the acquisition will open up its market reach to smaller plans.
Products |
Retirement Plan Providers Can Get Plan Sponsor Website Audit
The audit allows retirement plan recordkeepers to pinpoint and fix shortcomings within their plan-sponsor-facing digital user experience, according to Corporate...
Fidelity Argues Infrastructure Fees Are Necessary
In support of its motion to dismiss a consolidated lawsuit, Fidelity argues that it is entitled to negotiate and collect...
Principal, Wells Fargo Combination to Provide Broader Range of Services
Principal’s acquisition of Wells Fargo’s Institutional Retirement & Trust business is complete, and Principal’s Renee Schaaf discussed what that means...
Principal Announces Additions to Leadership Teams From Wells Fargo
Joe Ready, current head of Wells Fargo Institutional Retirement & Trust, is taking a new role as head of Trust...
Recordkeeper Consolidation Creates a Smaller Pool of Plan Sponsor Choices
Recordkeeper consolidation is ongoing, but it offers an opportunity for plan sponsors to secure better services and software, and better...
What Plan Sponsors Can Expect from Principal’s Wells Fargo Acquisition
Talking about the decision to acquire the sizable retirement plan business of Wells Fargo, Principal Financial Group’s Renee Schaaf says...
Products |
Small Business 401(k) Recordkeeper Redesigns Website
LT Trust's new website will serve as a 401(k) resource center to employers sponsoring 401(k) plans and to their employees.