Tag: Plan providers

Retirement plan sponsors wanting to step up participant communications should make sure their providers are in tune with the latest trends.

Fidelity Institutional announced plans to align its clearing and custody units, while the wider firm will establish a new technology group to create digital solutions across the Fidelity...

Independent retirement plan provider Northwest Plan Services expands its business and services with the acquisition of CDM Retirement Consultants.

Fidelity Investments reached an agreement to acquire wealth planning software company eMoney Advisor.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Securian Financial Group expanded its Chicago office with the addition of David Foley as regional sales vice president.

PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...

A new company is providing a new way to benchmark fees paid by retirement plans.

Transamerica Retirement Solutions hired Mark Valentine as vice president of defined benefit sales and business development for the East Coast.

Philip Gould has joined Pentegra Retirement Services to support the company’s business development efforts in Texas.

Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places where participants hold assets outside their retirement accounts.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

The new Gibraltar Ventures organization will explore, develop and invest in new strategies to advance retirement and financial security, according to Prudential.

Nationwide has hired two wholesalers and expanded its 401(k) sales team into new territory.

A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.

The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.

Managed account and investment services provider Financial Engines announced Lawrence Raffone will succeed Jeffrey Maggioncalda as chief executive officer of the firm, effective January 1, 2015.

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

With an initial focus on gender diversity, Schwab Advisor Services unveiled the RIA Talent Advantage program and an associated online community to facilitate cross-firm discussion and innovation.