Tag: Recordkeeping

Betterment founder and CEO Jon Stein tells PLANSPONSOR Betterment for Business is the only full-service platform providing recordkeeping and advice.

Retirement plan sponsors should understand their rights and ability to access past records after a change in recordkeeper or TPA.

The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers...

A big market with needs to match, the small 401(k) plan market is fragmented and lucrative.

Recordkeeping systems are not as varied as they used to be, but there are still questions plan sponsors need to...

The two firms have complementary technology solutions and services, according to an announcement.

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

There are no regulations providing guidance about this matter for retirement plans.

Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving...

Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.

The two companies will handle all of the plan administration.

Alliance Benefit Group has added The Retirement Plan Company to its national network.

Benefit Plans Administrative Services (BPAS) has acquired the defined contribution plan administration practice of Lifetime Benefit Solutions (LBS).

According to Chatham Partners, plan providers may be at risk of losing their clients.

Retirement plan sponsors have an additional responsibility to protect participant data.

Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.

Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.

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.