Tag: Recordkeepers

CPI Qualified Plan Consultants, Inc., said the mutual funds of Wasatch Funds have been added to its retirement plan platform.

TIAA-CREF is the latest financial firm to offer an application for the iPhone.

ING said it has added staff to further the company’s multicultural sales efforts, particularly in its retirement services business.

Ascensus said it unveiled a 2010 proposal for financial advisers selling its plans.

Alabama is switching to a new 457 deferred compensation plan provider amid concerns about the previous provider and its relationship with the Alabama State Employees Association (ASEA).

RiversEdge Advanced Retirement Solutions, an independent provider of defined contribution recordkeeping, consulting, and administrative services, has begun operations in Pittsburgh, Pennsylvania.

PLANSPONSOR's annual survey of defined contribution plans and ratings of providers finds, among other things, wide use of financial advisers, but also finds that the smaller your plan,...

Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.

Transamerica Retirement Services has hired Deborah Rubin as vice president, head of Third Party Administrator Channel Distribution.

CPI Qualified Plan Consultants, Inc., said that Ken Boivin will serve as retirement plan consultant in the firm’s newly created Grafton, Wisconsin, office.

Ascensus is now a retirement plan provider for Commonwealth Financial Network’s new Retirement Plan Consulting program.

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.

A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...

Social(k), a Springfield, Massachusetts-based retirement platform, has added the tobacco-free AHA Investment funds to its fund offerings.

The Online 401(k), a San Francisco-based provider of full-service Web-based 401(k) plans for small and single-proprietor businesses, expanded its payroll reach in Q3.

A new by the Principal Financial Group found that among the 75% of plan sponsors jobbing out the recordkeeping for their nonqualified deferred compensation (NQDC) plans, 92% are...

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Benefits consultant and service provider McCready and Keene has unveiled a recordkeeping platform aimed at small-sized clients.