Tag: retirement plan recordkeepers

The firm will manage recordkeeping responsibilities for Associated General Contractors’ pooled employer plan.

More than two years after passage of the SECURE 2.0 Act of 2022, advisers are beginning to see the effects...

Vestwell unveils an emergency savings account offering; Corebridge Financial offers an enhanced digital experience for retirement plan participants; and more.

The large recordkeeping firm announced that Stephan Scholl will continue as CEO and director until his replacement is confirmed. 

Ascensus says the deal for the individual 401(k), Multi-SEP, and SIMPLE IRA plans should be complete in Q3 2024.

The Department of Labor’s March 2022 attempt to regulate cryptocurrency investments has left numerous outstanding questions about its effect on...

Experts discussed what to evaluate when benchmarking recordkeepers, the differences between an RFI and an RFP and what to ask...

Retirement plan recordkeepers are shifting how they see their role in ensuring financial security for participants, and they’re reacting to...

The company will work with Paycor to integrate it with Fidelity’s other platforms.

Through a strategic partnership, Infosys and Vanguard will provide a cloud-based recordkeeping platform, with planned enhancements for plan sponsors and...

Merger and acquisition activity is quickly reshaping the landscape of retirement plan recordkeeping, asset management and advisory services.

The 403(b) and 457(b) plan recordkeeper offers participant enrollment, investment transparency, transactions processing and increased plan oversight.

Managing risk factors for the interface between a plan sponsor’s payroll system and retirement plan recordkeeping system can avoid some...

“TPAs play a vital role in the management of their clients’ retirement plans, and we want to make certain that...