AARP Financial Chooses DST for Recordkeeping Services
DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.
Tag: Recordkeepers
Morgan Stanley Gains Access to Ascensus Platform
Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.
ExpertPlan Releases RK System
Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.
EASi Updates Stock Plan Administration Software
Equity Administration Solutions, Inc. (EASi), an independent stock plan management software company, released the first of three planned releases for 2009.
DST Retirement Offers Electronic Compliance Test Results
DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.
research
What Provider To Work With?
Retirement plan advisers play an integral role in many providers' delivery systems, but while some providers do both adviser-sold and direct-sold business, others do no business through intermediaries.
trendspotting
Providers Unsuccessful at Retaining DC Plan Assets
Due to insufficient focus on retention, the inability to reach the plan participant at the appropriate time, and failure to build a relationship with the participant prior to...
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration