How to Avoid Errors in QDROs
May 30, 2014 (PLANSPONSOR.com) – When it comes to qualified domestic relations orders (QDROs), plan sponsors and recordkeepers need to...
Tag: Recordkeeping
IRS Finds Widespread Final 5500 Errors
May 20, 2014 (PLANSPONSOR.com) – The majority of final Form 5500s reviewed during a recent Internal Revenue Service (IRS) compliance...
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Firms Offer Uncashed Checks Services
April 30, 2014 (PLANSPONSOR.com) - Matrix Financial Solutions selected Risk Compliance Performance Solutions (RCP) to provide uncashed check mitigation services...
Benefits |
Administering Retirement Plan Account Forfeitures
April 29, 2014 (PLANSPONSOR.com) – When a participant terminates employment is not the only time defined contribution (DC) retirement plan...
Benefits |
Another Quarter of 401(k) Balance Growth
April 29, 2014 (PLANSPONSOR.com) – New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached...
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PAi Opens Office in South Dakota
April 23, 2014 (PLANSPONSOR.com) – Plan Administrators, Inc. (PAi), headquartered in Green Bay, Wisconsin, will open its second office in...
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New OneAmerica Platform Improves Plan Management
April 8, 2014 (PLANSPONSOR.com) – OneAmerica has launched its OneSolution platform, a collection of tools and services for employers to...
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Retirement Revolution Integrates ‘SmartPlan’ Solution
April 7, 2014 (PLANSPONSOR.com) – Recordkeeping and custodial services provider Retirement Revolution added vWise’s SmartPlan Enterprise solution to its retirement...
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Great-West Acquires J.P. Morgan Retirement Plan Services
April 3, 2014 (PLANSPONSOR.com) - Great-West has reached an agreement to acquire the J.P. Morgan Retirement Plan Services large-market recordkeeping...
Retirement Plans Need Access to Death Master File
March 21, 2014 (PLANSPONSOR.com) – A group of retirement industry representatives recently sent a comment letter to the National Technical...
Great-West, Putnam to Combine Retirement Businesses
March 20, 2014 (PLANSPONSOR.com) – Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine...
Verisight Hires Institutional Sales Executive
March 18, 2014 (PLANSPONSOR.com) – Ross Brown joined retirement plan services and consulting firm Verisight Inc. as a senior vice...
Benefits |
Recordkeepers Have Strong Influence on Participant Outcomes
March 14, 2013 (PLANSPONSOR.com) – Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings...
Health System and Plan Providers Sued Over Plan Fees
March 12, 2014 (PLANSPONSOR.com) – The St. Louis-based law firm of Schlichter, Bogard & Denton filed a class action on...
Benefits |
DC Plans Offer Advantages Over DB Plans
March 3, 2014 (PLANSPONSOR.com) – Employers favor defined contribution (DC) retirement plans over defined benefit (DB) plans for reasons such...
Benefits |
Better Outcomes Through Better Websites?
February 26, 2014 (PLANSPONSOR.com) - Recordkeepers and other retirement plan service providers are not meeting client demand for online tools...
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Time Is Ripe for Next Big All-ETF 401(k) Provider
February 21, 2014 (PLANSPONSOR.com) – An innovator in the offering of exchange-traded funds (ETFs) in 401(k)s is selling its intellectual...
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Plan Design Meets Big Data
February 10, 2014 (PLANSPONSOR.com) – A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven...
Benefits |
Vanguard Reports Record 401(k) Account Balances
February 4, 2014 (PLANSPONSOR.com) – Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached...
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Adviser Relationships Key Acquisition Appeal for Verisight
January 27, 2014 (PLANSPONSOR.com) – Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess...