Tag: Recordkeepers

Upon closing of the transaction, Vested Interest, which has $17 billion of assets under administration, will operate as part of Newport Group and its employees will join Newport...

Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications.

How retirement plan advisers need to function as business owners in order to grow their practices.

A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher...

Only 2.4% discontinued contributions, a mere 2.8% took withdrawals and just 1.3% took hardship withdrawals, ICI data show

PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.

The lawsuit challenges the use of retail share classes for the plan's investment menu and revenue-sharing paid to the plan's recordkeeper.

"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.

Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.