PAi Joins Forces with LPL Financial on Small Market Solution
PAi will incorporate it into its current offerings for small business 401(k) plans and startups
Tag: Recordkeepers
Mutual of Omaha Waives Distribution Fees
It is the latest recordkeeper to waive fees because of the coronavirus pandemic.
MassMutual Removes Fees on Hardship Distributions and Loans
COVID-19-related distributions will be capped at $100,000 with no mandatory tax withholding requirements and the ability to repay them.
OneAmerica Waives Hardship Fees
The recordkeeper is making the move in response to the CARES Act.
Securian Waives COVID-19 and Hardship Withdrawal Fees
The firm is also offering free fiduciary and wellness services to employers.
Ways to Help Sponsors Simplify Year-End Plan Administration
Advisers can guide their sponsor clients towards the assistance that TPAs and recordkeepers can provide.
Fee Compression Is Old News for Recordkeepers, Fund Managers
Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners.
Principal and Wells Fargo Make Technology Integration Progress
“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee...
Corporate Insight Offers Website Audit to Recordkeepers
The audit service provides an in-depth assessment of the digital user experience offered by retirement plan recordkeepers to plan sponsors.
Research
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience
BPAS, MassPay Launch ‘360 Partnership’
The solution automatically synchronizes information between the plan sponsor, recordkeeper, investment provider and employees.
Without Infrastructure Fees, Recordkeepers Would Go Out of Business
This was one of Fidelity's arguments in a memorandum to support its motion to dismiss a consolidated lawsuit alleging it is receiving “secret” or “kickback” payments from providers...
Principal Leader Talks About Benefits of Wells Fargo Acquisition
Principal is not only acquiring additional capabilities and scale, but an experienced and highly professional team, said Renee Schaaf.
Principal Announces Incoming Wells Fargo Members to Leadership Teams
Joe Ready is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth & Investment Management, and will remain connected to the...
PCS Recordkeeping System Integrates Fi360 Toolkit
The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.
How Does Recordkeeper Consolidation Affect Plan Advisers?
Ongoing recordkeeper consolidation means fewer providers from which to choose, but sources disagree about whether this will significantly change the...
Inside and Outside Views on Principal’s Wells Fargo Acquisition
Principal’s retirement business president offers additional details about the firm’s acquisition of Wells Fargo’s retirement business, while outside analysts reflect on the broader industry implications of two major...
LT Trust Redesigns Website for 401(k) Platform
The new website includes a detailed section about how unlimited investment lineup options can help 401(k) advisers give their clients the best chance of reaching retirement readiness.