Tag: Recordkeepers

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...

Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension...

Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.

Edmund Murphy discussed Empower’s push into wealth management and building brand name recognition during investor day.

The 401(k) provider continues its PE-backed acquisition strategy by booking its fourth deal of the year. 

Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...

The rate was driven by matching employees’ continued 401(k) deferral increases.

The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries.

Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.

Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...

While new research finds recordkeepers took the lead for overall rollover count in 2022, IRA providers outside of employer retirement...

Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated...

The new rules, if approved, would likely require more catch-up by smaller firms to vet third-party providers, says a legal...

Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.

How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.

The combined retirement recordkeeping businesses will operate under The Standard brand.