Tag: Recordkeeping

Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Do your retirement plan sponsor clients know it is up to them to track loans and hardship withdrawals?

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...

Retirement plan sponsors wanting to step up participant communications should make sure their providers are in tune with the latest trends.

An updated page on the IRS website shares what records retirement plan sponsors should keep and for how long.

A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.

One Fidelity Investments sales executive says it was the firm’s technology capabilities that allowed it to win the right to oversee American Airlines’ substantial retirement plans.

After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships, a report says.

A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.

The Newport Group, Inc. and Verisight, Inc. are joining forces to increase the size, scale and reach of their respective businesses.

Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.

They’re scarce now, but the rise of the account-specific tablet applications (apps) for retirement plans will come, says Corporate Insight.

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.

The U.S. Solicitor General has filed a brief asking the United States Supreme Court to review parts of a widely followed 401(k) fee litigation case, Tibble v. Edison International.