Tag: Recordkeepers

TIAA-CREF has collaborated with the Center for Due Diligence (CFDD) and PlanTools to create the Advisor Network.   

Insperity, Inc. announced a streamlined 401(k) deposit feature for its Workforce Optimization Solution clients.

Cathy Bolz is joining Bank of America Merrill Lynch's Institutional Client Relationships leadership team as an Executive Client Relationship Manager.

Fidelity Investments announced two records set among Fidelity-administered 401(k) plans.

Nationwide Financial Services, Inc. has added the Nationwide Bank FDIC Insured Deposit Account option to its menu of retirement plan offerings.

Mutual of Omaha has announced the appointment of two new retirement plan wholesalers, Joe Gibson and Daniel Roebuck, and the promotion of Joe Reese and Paul Tavella to...

Great-West Retirement Services has launched an enhanced Web site for participants in retirement plans it administers.

Putnam Investments is launching FundVisualizer, a tool for researching mutual fund data, designed to be "visually compelling."

MassMutual's Retirement Services Division has hired a new managing director in the southeast region – and says it will add three new sales support roles in the...

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

Effective immediately, Aon Hewitt is bringing advice to its 401(k) recordkeeping clients. 

Connecticut Governor Dannel Malloy has named Catherine Smith, CEO of ING Retirement Services, as head of the state's Department of Economic and Community Development (DECD).

Scott David is the new director of Third Party Distribution for the T. Rowe Price Group, beginning May 2.  

The Hartford’s Retirement Plans Group (RPG) has formed a Channel Development team to assist the sales efforts of property and casualty (P&C) agents. 

Wells Fargo Institutional Retirement and Trust launched a Web site to help advisers avoid “information overload”  when it comes to selecting a plan provider.

Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.  

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

The retirement industry might want to be on the lookout for some Congressional action around retirement adequacy and retirement plan coverage.

J.P. Morgan Asset Management (JPAM) has tapped John Galateria as managing director, head of Defined Contribution Investment Solutions (DCIS). 

Nationwide Financial Services has turned to Charles F. Rolph as Director of Advanced Sales.