Tag: Plan providers

Ascensus has agreed to acquire ExpertPlan, headquartered in East Windsor, New Jersey.

Schwab Intelligent Technologies will launch a review site featuring ratings and adviser feedback on providers.

Plan advisers are, for the most part, satisfied with their current providers. 

The Guardian Insurance & Annuity Co. Inc. launched a tool to help advisers assist their clients with service provider needs.

SunGard is expanding its managed services capabilities to help retirement plan administrators and recordkeepers reduce costs, comply with new regulations and focus on service differentiation. 

The American Society of Pension Professionals & Actuaries (ASPPA) released a new educational certificate, The Employee Stock Ownership Plan (ESOP) Administration Certificate.

An education policy statement and an education strategy document are helpful in building a retirement plan education program for employees.

Massachusetts Mutual Life Insurance Company has agreed to purchase The Hartford’s retirement plans business for $400 million.

 Targeted at small businesses, 401KAdministrationServices.com provides specialized full-service 401(k) plan recordkeeping services.  

Kravitz’ 2012 National Cash Balance Research Report indicates a 21% annual increase in new cash balance plans, almost double the previous year's 11% growth rate.

Risk parity is used by defined benefit plans to protect against downside risk, but “there’s no reason DC sponsors shouldn’t use it,” Invesco noted.

MetLife Resources unveiled an online fiduciary assessment quiz.

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

T. Rowe Price released a mobile application to allow investors to manage their accounts and view fund information.

It is a good time for retirement plan sponsors to take stock of the long-term benefits of retirement programs, and get that message out to participants.

Standard Retirement Services, Inc., has added to the fiduciary protection available through its retirement plan services.

LPL Financial Retirement Partners launched two new tools as part of its Retirement Partners tool suite for advisers.  

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.