Tag: Recordkeeping

Financial reporting and benchmarking firm FRA PlanTools released an iPad app aimed at providing a fast and cost-effective way for plan advisers and sponsors to access and compare...

New York Life Retirement Plan Services is giving its plan sponsors access to the LPL Financial Retirement Partners’ Worksite Financial Solutions platform. 

Research from Vanguard's Center for Retirement Research examines how the adoption of index target-date strategies has transformed the composition of defined contribution (DC) plans.  

Tom Hogan has been appointed chief executive officer of Retirement Systems Data, LLC (RSD).

Fewer than 20% of investors under the age of 40 feel they received adequate financial advice following a recent life event. 

Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Executives need options like nonqualified deferred compensation plans (NQDCPs) to help them achieve their savings goals.

Retirement Plan Consultants (RPC) has implemented SunGard’s Relius Administration plan administration and recordkeeping solution.

Win-loss survey data shows the proportion of plan sponsors remaining with the incumbent after conducting full 401(k) provider searches has continued to grow.

More companies are making the financial wellness of their work force a priority in 2013, according to an Aon Hewitt survey.   

Mercer believes 2013 is a year for many defined contribution (DC) plan sponsors to take a fresh look at objectives, investment options and participant communications.

Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only serve to benchmark pricing, according to Cerulli.

Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.

Employee Fiduciary LLC, a privately held and independent 401(k) recordkeeper, launched a redesigned website.

Ascensus has agreed to acquire ExpertPlan, headquartered in East Windsor, New Jersey.

Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.

Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.

Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”