Tag: Recordkeepers

A Charlotte, North Carolina, third-party administrator and recordkeeper has unveiled a redesigned Web site, including an adviser center.

Jersey City, New Jersey-based investment management firm Lord, Abbett & Co. announced Wednesday it is getting out of the small-401(k) market to concentrate on its defined contribution investment-only...

John Hancock Retirement Plan Services has announced a distribution partnership with the financial services firm Edward Jones.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

Diversified Investment Advisors, Inc., has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisers in meeting 409A requirements.

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.

Principal Financial Group said its new kit offers financial professionals marketing materials to identify and help clients through life events, such as retirement.

Security Administrators, Inc., a subsidiary of Security Mutual Life Insurance Company, introduced a guide about fully insured plans and cash balance plans.

Despite fears that participants would flee their workplace retirement savings plan during the worst of the 2008 market turmoil, many defined contribution participants did nothing at all.

Surveyed advisers of employer-sponsored retirement plans (ESRPs) do not seem overjoyed with providers they work with, data from Cogent Research indicates.

Brian Mineweaser has joined DST Retirement Solutions as director of new business development.

Morningstar, Inc., has launched a nationwide directory of retirement plan service providers.

CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...

McCready and Keene announced it offers custom risk-based and age-based portfolios within the same retirement plan, utilizing an asset allocation strategy composed of a plan's core fund lineup.

Ascensus, a Dresher, Pennsylvania-based recordkeeper and benefit administrator, said it has expanded its trading capabilities.

ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that...

Mercer announced Wednesday it is expanding sales of its defined contribution administration services to add distribution through the adviser channel.

DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.

Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.

Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.