Deals and People | April 16th, 2024 Ascensus Pens Deal for Vanguard’s Small Plan Recordkeeping Division Ascensus says the deal for the individual 401(k), Multi-SEP, and SIMPLE IRA plans should be complete in Q3 2024.
Investing | August 1st, 2023 What’s in the Window? The Department of Labor’s March 2022 attempt to regulate cryptocurrency investments has left numerous outstanding questions about its effect on...
Administration | July 21st, 2023 Auto-Portability, Step by Step With recordkeepers accounting for 63% of the defined contribution market already on board, the Portability Services Network is picking up...
Administration | August 20th, 2021 Plan Progress Webinar: Benchmarking Your Recordkeeper Experts discussed what to evaluate when benchmarking recordkeepers, the differences between an RFI and an RFP and what to ask...
Data and Research | March 19th, 2021 Recordkeepers Responding to Focus on Emergency Savings Retirement plan recordkeepers are shifting how they see their role in ensuring financial security for participants, and they’re reacting to...
Products | March 17th, 2021 Fidelity Exiting HR/Payroll Business The company will work with Paycor to integrate it with Fidelity’s other platforms.
Deals and People | July 14th, 2020 Vanguard Transfers Recordkeeping Operations to Infosys Through a strategic partnership, Infosys and Vanguard will provide a cloud-based recordkeeping platform, with planned enhancements for plan sponsors and...
Deals and People | February 25th, 2020 Financial Services Consolidation Continues in 2020 Merger and acquisition activity is quickly reshaping the landscape of retirement plan recordkeeping, asset management and advisory services.
Administration | August 23rd, 2019 Plan Sponsor Due Diligence During Recordkeeper Acquisition Whether or not it’s by issuing an RFP, sources agree that plan sponsors whose recordkeeper is being acquired or merged...
Administration | February 14th, 2019 Ensuring a Clean Recordkeeper Conversion There are steps retirement plan sponsors can take before converting to a new recordkeeper to minimize any “clean up” afterwards;...
Data and Research | June 26th, 2018 Recordkeeper Market Caters to All Plan Sizes, but Differently The 2018 PLANSPONSOR Recordkeeping Survey has found smaller plans tend to align with adviser-centric recordkeepers or those supplying core business...
Products | June 13th, 2018 FPS Group Enhances Recordkeeping Platform The 403(b) and 457(b) plan recordkeeper offers participant enrollment, investment transparency, transactions processing and increased plan oversight.
Opinions | May 25th, 2018 The Achilles Heel of All 401(k) Plans: The Payroll Interface Managing risk factors for the interface between a plan sponsor’s payroll system and retirement plan recordkeeping system can avoid some...
Administration | February 13th, 2018 Battling Common Retirement Plan Website Errors A how-to on dealing with and preventing usual errors found on retirement plan websites for participants.
Administration | February 12th, 2018 Monitoring the Details Behind Retirement Plan Websites Retirement plan sponsors need to make sure their participant websites are correct and relevant.
Products | November 27th, 2017 Ascensus Enhances Digital Experience for TPAs “TPAs play a vital role in the management of their clients’ retirement plans, and we want to make certain that...
Administration | September 27th, 2017 SPARK Releases Best Practices for Cyber Security Capability Reporting The best practices tell retirement plan recordkeepers how they should report their cyber security capabilities to plan sponsors and advisers.