Guardian Products Added to Morgan Stanley Platform
Morgan Stanley will be offering retirement products from the Guardian Insurance & Annuity Company, Inc. on its wirehouse retirement platform.
Tag: Recordkeepers
M Financial Adds J.P. Morgan Retirement Link to Platform
M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.
IRAs Could Hit $9T by 2018
Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.
The Standard Offers DCIO Reporting
The Standard reached an agreement with Access Data to bring defined contribution investment only (DCIO) reporting capabilities to its fund partners.
Paychex Adds ModelxChange Portfolios
Paychex Inc. added Mid Atlantic Trust Company’s ModelxChange Web-based model portfolios for its retirement recordkeeping services clients.
Recordkeeper Partners with United Planners
401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.
OneAmerica Service Helps Ensure Fee Equity
OneAmerica company McCready and Keene, Inc. announced its new Strategic and Targeted Allocation of Revenue (STAR) service.
Certain Revenue Sharing Payments not Plan Assets
The Department of Labor (DOL) has weighed in on whether certain revenue sharing payments constitute plan assets under the Employee Retirement Income Security Act (ERISA).
Investment Menu Simplification on Sponsors' To-Do Lists
More retirement plan sponsors are looking to simplify their plans' investment menus.
Retirement LLC Merges with TPA
Retirement, LLC, of Oklahoma City, Oklahoma, will merge with third-party administrator I AM, Inc. of Traverse City, Michigan.
CEO Named for Retirement Systems Data
Tom Hogan has been appointed chief executive officer of Retirement Systems Data, LLC (RSD).
American Funds Introduces Multi-fund RK Tool
AmericanFunds rolled out a multi-fund version of its Recordkeeper Direct tool, with the goal of providing advisers more investment and pricing flexibility.
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Group Think
About six months after my first daughter was born, I quite literally bumped into a mother with two preschoolers in tow in our parking garage.
MassMutual Picks Up The Hartford’s Retirement Plans Business
Massachusetts Mutual Life Insurance Company has agreed to purchase The Hartford’s retirement plans business for $400 million.
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Guiding Plan Sponsors
How recordkeepers and advisers can work together to form a “dream team”
SPARK Helps with Multivendor 403(b) Disclosures
The SPARK Institute created an Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.
SunGuard Adds Mobile App to Relius Administration Suite
SunGuard launched a mobile browser option for its Relius Administration Web suite of products.
Putnam Plans Addition of R Share Classes
Putnam Investments plans to offer two new share classes to qualified retirement plans.
BCG Partners With IPA Northeast
Benefit Consultants Group (BCG) will be assuming the daily valuation retirement plan clients from IPA Northeast (IPA).