PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.
Tag: Recordkeepers
Georgetown University Targeted by Familiar ERISA Breach Allegations
Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund—or both.
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2017 Adviser Choice Awards
PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Legacy 401k Partners to Register as RIA
"By being able to register directly, Legacy 401k is
able to provide our clients with the highest level of service," says
Patrick Stuhr.
ICI Savings Snapshot Shows Individual Commitment
Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.
Regulations Are Sponsors’ Primary Concern
Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Providers Losing Plan Sponsor Trust
According to Chatham Partners, plan providers may be at risk of losing their clients.
Arnerich Massena Appoints New Retirement Leader
Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Pentegra Welcomes New Regional Director
Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.
A New Plan Administration Manager for TRA
The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as the firm's plan administration manager.
Tool Helps Participants Visualize Retirement Goals
An interactive Retirement Wellness
Planner from the Principal Financial Group helps users manage, visualize and
plan for their retirement savings goals.
Recordkeeping Data Shows Commitment to Savings
Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the Investment Company Institute (ICI).
CPAS Offers Overseas Pension Payments Solution
A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.
Sponsor Focus on Plan Fees Continues
Recordkeeping fees continue to include some element
of revenue sharing for most defined contribution plans, according to NEPC’s
Defined Contribution Plan & Fee Survey.
PANC 2014: Plan Fee Challenges
Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel discussion on plan fee challenges.
Murphy to Lead Retirement at Great-West
Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.
OneAmerica Hires Retirement Sales Regional VP
Pete Schroedle has joined OneAmerica in a new executive sales position, in which he will target new and existing clients in the firm’s recently created central region.
Firm Rolls Out Recordkeeping Platform for K-12 403(b)s
FPS Services, LLC, an affiliate of FPS Group, LLC
and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX)
platform.