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.
Tag: Recordkeepers
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.
Newport Group Purchases PNC Bank’s Recordkeeping Business
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...
PANC 2018: Understanding the Participant Mind
Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications.
PANC 2018: Now What?
How retirement plan advisers need to function as business owners in order to grow their practices.
PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.
Research
Keeping Up with the Intermediaries
Recordkeepers stay in step with demands of advisers and other plan distribution channels
Intro
Best Interest in Mind
Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
Trendspotting
Fidelity Plays Hardball
The firm will charge new sponsor clients that choose Vanguard products
Georgetown University Targeted by Familiar ERISA Breach Allegations
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...
DC Plan Investors Stayed the Course in the First Nine Months of 2017
Only 2.4% discontinued contributions, a mere 2.8% took withdrawals and just 1.3% took hardship withdrawals, ICI data show
2017 Adviser Choice Awards
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.
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Excessive Fee Suit Filed Against Multiemployer Plan
The lawsuit challenges the use of retail share classes for the plan's investment menu and revenue-sharing paid to the plan's recordkeeper.
