Tag: Plan Admin

A Government Accountability Office (GAO) review of retirement plan documents showed some sponsors face challenges in understanding the fees they and their participants are charged.

A significant number of employers that still offer defined benefit (DB) pension plans say they remain committed to providing those benefits to new salaried employees.

Small businesses are increasingly concerned about the inadequacy of retirement savings for many Americans and possible government responses, according to a provider of payroll services.

Morningstar launched Annuity Intelligence, which evaluates variable annuities and gives data on more than 100,000 annuity subaccounts and 1,950 annuity contracts.

Multi-employer pension plans are still facing formidable funding challenges, according to Segal’s latest zone-status survey.

Two companies settled lawsuits with the Department of Labor (DOL), agreeing to restore retirement assets to participants.

Combining 401(k) plan features including automatic enrollment, automatic increase and personalized saving/investing advice can significantly increase employee participation rates.

 Target income replacement ratios should be higher than the 70% to 75% conventionally accepted as a rule of thumb, the Retirement Advisor Council contends.     

The Hartford introduced three investment managers and 16 investment options to its defined contribution (DC) retirement program offering.

Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.

Cash balance plan provider Kravitz announced it has opened a New York office to develop its business in the Northeast and serve existing customers. 

 A retirement services industry group has sent a letter to federal officials urging they put off the deadline for filing the Form 5500 and 5500SF for the 2009...

National Planning Holdings, Inc. (NPH) announced the launch of WealthOne, a Web-based advisory platform that offers investment strategies and products to all NPH-affiliated advisers.

A new survey reveals that 401(k) participants don’t know as much about plan fees and investing as employers think they do.

 Schneider Downs Wealth Management Advisors, LP has announced a name change for its retirement plan division.

 Neuberger Berman has named William H. Barnes as a senior vice president in institutional distribution focused on public funds.

 Nuveen Investments announced additional efforts in developing its business platform that serves the employer-sponsored retirement market as a defined contribution investment only (DCIO) service provider.

BNY Mellon Shareowner Services, the equity administration business of BNY Mellon, has announced the appointment of Julie Vander Veen as business manager and head of relationship management for...

The 11th Annual Transamerica Retirement Survey found that despite their optimism about the economy, most companies continue to be reluctant to make significant changes to their retirement plans...

ING’s U.S. Retirement Services operations announced it has been chosen by the City of Austin Deferred Compensation Plan Committee to serve as third-party administrator for the city’s voluntary...