Tag: retirement plan recordkeepers

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; however, there is always follow up to do.

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 services—e.g., payroll—while larger plans migrate toward providers offering proprietary, and customizable, platforms.

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 they have the tools that they need to provide the best level of service possible,” says Steve Schweitzer with Ascensus.