Tag: Recordkeeping

The recordkeeper will keep its current leaders and its client delivery model.

Simplicity in the product, its integration into recordkeeper platforms and the participant experience can determine which become leading solutions, according...

Why they matter and what the retirement system actually needs to support their inclusion.

Industry observers encourage employers to focus on information systems and communications as new Roth requirement for high earners rolls out.

How PSN works to help job changers with small retirement account balances and why it operates as it does. 

Principal’s incoming CEO discusses the trend of recordkeeper consolidation, helping small and midsize employers offer retirement plans, and her thoughts...

The industry will see further consolidation, with winners innovating for advisers and participant services, according to the head of the...

TIAA will maintain all plan assets and relationships, while Accenture leverages technology and expertise to enhance the digital experience for...

Dave Guilmette will take the position as the recordkeeper emphasizes its employee benefits business.

A lawsuit against the Pennsylvania-based company has alleged the plan’s recordkeeper fees were higher –than average and that the plan...

A federal judge in Kentucky ruled in favor of the Humana Retirement Savings Plan with a summary judgment and dismissed...

Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years. 

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and...

Workers from Generation Z say the cohort experiences higher financial stress than other generations, affecting their job performance, according to...

The plan provider aims to gain greater market share of retirement 401(k) plans and has debuted a starter product for...

The 10th Circuit has joined several other circuit courts in holding that a ‘meaningful benchmark’ must apply to 401(k) participant...

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.

AT&T has filed for additional time to request a rehearing. 

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.