Tag: Recordkeeping

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

What are the best practices when your plan starts the process of transitioning to a new recordkeeper?

Retirement plan industry leaders discuss practical solutions for retirement plan sponsors. 

The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as their new plan administration manager....

The goal of a partnership with Vertical Management Systems is to bring participant revenue levelization for a variety of investment...

The newly expanded eligibility component of Sapiens’ DC recordkeeping platform helps plan sponsors and providers execute plan eligibility rules accurately...

Trust in retirement plan service providers has dropped below last year’s levels, a study finds, but there’s an opportunity for...

Retirement Clearinghouse has a new approach to stopping plan leakage.

“We sponsor an Employee Retirement Income Security Act (ERISA) 403(b) plan with four different recordkeepers.

The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.

Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.

Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the...

October 24, 2014 (PLANSPONSOR.com) - A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund...

October 15, 2014 (PLANSPONSOR.com) – The Newport Group Inc. and Verisight Inc. are joining forces to increase the size, scale and...

October 13, 2014 (PLANSPONSOR.com) – Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans,...

September 10, 2014 (PLANSPONSOR.com) - Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating...

August 12, 2014 (PLANSPONSOR.com) – Changing retirement plan providers (recordkeepers) doesn't have to be a bad experience.

July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a...