Tag: 457 plans

Don MacQuattie joins the firm from Capital Group.

Lincoln Financial Group’s retirement plan services business made two additions to its institutional retirement distribution team focused on the government plans market.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.

The IRS has updated its website about 457(b) plan submissions to its voluntary compliance program.

An updated IRS web page tells retirement plan sponsors how to correct the mistake of using...

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has acquired Security Financial Resources, Inc.’s 403(b) Plan Solutions Program.

Total U.S. retirement assets reached $23 trillion at year-end 2013, growing 15.6% during the year, according to an analysis from the Investment Company Institute (ICI).

Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

Some plan sponsors, under limited circumstances, may submit requests for voluntary correction to the Internal Revenue Service (IRS) for their Code Section 457(b) retirement plans.

Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One Choice Target Date Portfolios.

The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.