Resources Investment Advisors Partners With NextCapital on Workplace Managed Advice
Resources continues to expand its proprietary advice solution across multiple recordkeeping platforms.
Tag: recordkeeper
The Nuances of Conducting a Robust RFP
If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.
Benetic Introduces Provider Search Platform Tool
The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
Vestwell Partners With Envestnet on 3(38) Services
The services will now be available to Vestwell advisers.
Nationwide Extends Fee Waiver for New Business
The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.
The Importance of Virtual Training During COVID-19
Flexible schedules are expected to continue post-pandemic, resulting in better access to coaching for more retirement plan participants.
Transamerica Launches Student Loan Repayment Program
It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.
MassMutual Cites Scale in Agreeing to Empower Deal
The recordkeeper also notes that fee compression is largely driving the ongoing industry consolidation.
Northshire Consulting Selects 401GO as Recordkeeper
The partnership will focus on the firm’s National Chamber of Commerce Micro Market Solution.
John Hancock to Waive Recordkeeping Fees in Q121
The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.
Mutual of Omaha Waives Distribution Fees
It is the latest recordkeeper to waive fees because of the coronavirus pandemic.
MassMutual Removes Fees on Hardship Distributions and Loans
COVID-19-related distributions will be capped at $100,000 with no mandatory tax withholding requirements and the ability to repay them.
OneAmerica Waives Hardship Fees
The recordkeeper is making the move in response to the CARES Act.
Securian Waives COVID-19 and Hardship Withdrawal Fees
The firm is also offering free fiduciary and wellness services to employers.
Ways to Help Sponsors Simplify Year-End Plan Administration
Advisers can guide their sponsor clients towards the assistance that TPAs and recordkeepers can provide.
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The Path Forward
The various models advisers can adapt to grow their practice
BPAS, MassPay Launch ‘360 Partnership’
The solution automatically synchronizes information between the plan sponsor, recordkeeper, investment provider and employees.
Newport Group Purchases PNC Bank’s Recordkeeping Business
Upon closing of the transaction, Vested Interest, which has $17 billion of assets under administration, will operate as part of Newport Group and its employees will join Newport Group.
PANC 2018: Understanding the Participant Mind
Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications.
PANC 2018: Now What?
How retirement plan advisers need to function as business owners in order to grow their practices.