Tag: Recordkeeping

An NEPC survey finds 82% of DC plans have re-contracted their recordkeeping fees since 2013.

The plan helps private colleges and universities simplify plan administration, manage fiduciary responsibilities, take advantage of expert plan management, and...

TIAA customers can create a “voiceprint” to securely identify themselves when they call to speak to a representative, transfer funds...

The lawsuit also calls out excessive revenue-sharing and recordkeeping fees.

Clients of Vertical Management Systems can now access investment products and tools from Mid Atlantic Trust Company. 

This is the second lawsuit filed against Columbia University this week.

Attorneys point out distinctions between 403(b)s and 401(k)s, and lessons 403(b) plan sponsors can learn from recent lawsuits.

The lawsuit claims the university’s 403(b) plans’ investment options were imprudent and expensive.

The solution pays off retirement plan loans for participants who face circumstances beyond their control.

Multnomah Group  and Hyas Group hire consultants; TIAA acquires EverBank; and Northwest Plan Services acquires recordkeeper.

The suit calls out the traditional 403(b) plan model of offering multiple funds, including individual annuities, and using multiple recordkeepers.

A major obstacle to enrollment, according to DST Systems, is the perception that the process could be intimidating and time...

The guide includes questions to be asked of a recordkeeper.

At the close of the transaction, the retirement plans division of Ameritas will have assets under administration in excess of...

From an attribute standpoint, Bob Ward, chief revenue officer for Vertical Management Systems, says ETFs make “all the sense in...

“Our recordkeeper insists that the final loan regulations require repayment of the loan upon termination of employment, but I have...