Tag: Recordkeepers

Wells Fargo Institutional Retirement and Trust launched a Web site to help advisers avoid “information overload”  when it comes to selecting a plan provider.

Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.  

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

The retirement industry might want to be on the lookout for some Congressional action around retirement adequacy and retirement plan coverage.

J.P. Morgan Asset Management (JPAM) has tapped John Galateria as managing director, head of Defined Contribution Investment Solutions (DCIS). 

Nationwide Financial Services has turned to Charles F. Rolph as Director of Advanced Sales.

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.

ING Retirement Services has added a tool to its GROW program that focuses on participant education.

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

Robert Reynolds, President and CEO of Putnam Investments, today discussed why he feels that this is the time for advisers and investors to adopt absolute returns...

Putnam Investments has made changes to senior roles on its defined contribution team, in what Edmund F. Murphy, III, Managing Director, Head of Defined Contribution, called “the...

David Ravarino will be the new regional vice president in Transamerica Retirement Service’s western region.

Rich Linton, the recently appointed head of Business Retirement Solutions at Bank of America (BofA) Merrill Lynch, has announced organizational changes to his team.

Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...

George Castineiras, senior vice president of Client Relations and Business Development for Prudential Retirement spoke to PLANADVISER to clarify details of Prudential’s new key account team structure.  

T. Rowe Price will be rolling out a new value-add series called “Pitch Points” to better serve the defined contribution (DC) adviser market.    

Prudential Retirement on Wednesday announced a reshuffling of its client-facing service personnel into 10 “key account” teams based in three U.S. regions. 

Thomas Engelhard has joined Pentegra Retirement Services as Regional Director- Midwest. 

Warren, Averett, Kimbrough & Marino, LLC, which describes itself as Alabama's largest certified public accounting and business consulting firm, has expanded its recordkeeping services reach.