Tag: Plan providers

OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry...

Corporate Insight reports about how many providers offer mobile transactions capabilities and which types of transactions.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

Updates and improvements have been made across John Hancock Retirement Plan Services’ digital presence. 

Hundreds of thousands of frequent flyer miles and dozens of client meetings across several continents will give a DC industry pro some interesting perspective on cross-border financial planning...

Larry Zimpleman, who worked at The Principal Financial Group for 44 years in various roles, will retire in January.

Mercer expands defined benefit capabilities within BenefitsCentral participant website.

In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the large corporate market. 

Retirement plan providers continue to place more emphasis on their mobile presence, according to Corporate Insight research.

BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.

Transamerica Retirement Solutions has launched a new 401(k) retirement plan that “offers large-plan features to smaller businesses and their employees.”

New hires at JULY, LGIMA and RAM, new research resource at Morgan Stanley, and Mercer launches DC and Financial Wellness unit.

This week brings the retirement of FINRA’s chief executive, a merger of compliance consulting firms and more.

This week brings new hires at Northern Trust Asset Management and SageView Advisory, and a business deal for Alliance Benefit Group.

This week brings new hires, promotions and acquisitions at T. Rowe Price, Wilshire Consulting, Envisage, and more.

New hires and promotions at BlackRock, The Retirement Advantage, ARA and more, and a new director takes the helm of the PBGC.