Tag: Recordkeepers

Paychex Inc. may have influenced a 401(k) plan’s investment lineup, but did not make the ultimate decision about which fund options to offer participants, a federal judge has...

Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now positioned to offer exchange traded funds (ETFs) in employee benefit plans.

David Tyrie is joining Bank of America Merrill Lynch to lead Personal Retirement Solutions.

The Hartford Financial Services Group has named Sharon Ritchey executive vice president of retirement plans.

Two giants in the benefit consulting space have decided to join forces.  

Bank of America Merrill Lynch has expanded its Retirement & Philanthropic Services (RPS) group with the addition of two new members, one focused on the small business segment...

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

RPG Consultants has become a new third party administrator option for Folio Institutional’s financial adviser clients.

Employee Fiduciary Corporation, a 401(k) recordkeeper and third-party administrator, is opening a branch office in St. Petersburg, Florida, this month.

Nationwide Financial Services, Inc. has created a specialized sales team to provide retirement income solutions for fee-based advisers.

First Mercantile, a Memphis, Tennessee, provider of 401(k) plans, has unveiled a customizable enrollment meeting service.

Transamerica Retirement Services has hired Chad Brown as regional vice president in the company’s southern region to oversee all sales and distribution activities in western and central Texas....

TIAA-CREF has unveiled its Spanish-language initiative to increase U.S. Hispanics/Latinos’ access to retirement-planning information and tools, including a new Spanish-language Web site.

Bank of America Merrill Lynch has enhanced and renamed its small business retirement plan platform, MLConnect, to” more closely align with small business owners’ evolving challenges and priorities.”

Great-West Retirement Services has appointed Pat Fields as regional sales director for northern California.

Transamerica Retirement Services has hired Linda Kurz as regional vice president in the company’s Southern Region.

Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.

As part of its redesigned plan sponsor Web site to be launched next month, Putnam Investments has introduced a real-time fee disclosure tool.

The Hartford Financial Services Group is introducing investment options from three faith-based investment fund families into its retirement plans.