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?
Tag: Recordkeepers
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.
Legacy 401k Partners to Register as RIA
"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.
ICI Savings Snapshot Shows Individual Commitment
Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.
research
2015 PLANADVISER Recordkeeper Services Guide
Different Strokes - Finding the right recordkeeper for you and your clients
Regulations Are Sponsors’ Primary Concern
Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Providers Losing Plan Sponsor Trust
According to Chatham Partners, plan providers may be at risk of losing their clients.
Arnerich Massena Appoints New Retirement Leader
Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Pentegra Welcomes New Regional Director
Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.
A New Plan Administration Manager for TRA
The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as the firm's plan administration manager.
cover story
Leading the Charge
2015 PLANADVISER Adviser Value Survey - The Influence of Advisers on Retirement Plans
Tool Helps Participants Visualize Retirement Goals
An interactive Retirement Wellness Planner from the Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.
Recordkeeping Data Shows Commitment to Savings
Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the Investment Company Institute (ICI).
CPAS Offers Overseas Pension Payments Solution
A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.
Sponsor Focus on Plan Fees Continues
Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.