Tag: Plan providers

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

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

Retirement plan providers have been testing behavioral science themes with retirement plan participants, and positive investing outcomes are clearly emerging from the effort.

Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.

A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.

The certified public accounting and business consulting firm REDW has created Alliance Benefit Group Southwest, a separate company for retirement plan recordkeeping and third-party administration (TPA) services.

Columbia Management has joined forces with its U.K.-based affiliate Threadneedle Investments to launch Columbia Threadneedle Investments.

A new name, logo and redesigned website are the former Lincoln Trust’s latest steps in building its retirement business brand.

U.S. companies reported a slight 3% drop in non-qualified deferred compensation plan participation rates from 2013 to 2014, according to the MullinTBG/PLANSPONSOR Executive Benefits Survey.

Northwestern Mutual says it will combine the capabilities of its adviser network with LearnVest’s digital advice delivery technology.

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...

New York Life Retirement Plan Services added new transaction functionalities to its mobile application for retirement plan participants.

Open architect retirement plan provider, 401kDirect, announces the appointment of its newest president and chief marketing officer.

Retirement plan administrator Fifth Third Bank announced the availability of Dave Ramsey's new SmartDollar financial wellness program for its clients' retirement plan participants.

To help plan sponsors with fiduciary duties and day-to-day administrative tasks, BB&T Retirement and Institutional Services has created 3(16) Alliance Services.

Sibson Consulting has created a DC Plan Scorecard that provides a framework for reviewing all aspects of defined contribution (DC) plans.

Chicago-based registered investment adviser Legal & General Investment Management America, Inc. announced Robert J. Moore will be the firm's next chief executive officer.

An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.