Tag: Recordkeeping

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

 Wealth Management Systems Inc. (WMSI) has launched its latest Web application, Rollover Central.   

SunGard is expanding its managed services capabilities to help retirement plan administrators and recordkeepers reduce costs, comply with new regulations and focus on service differentiation. 

The American Society of Pension Professionals & Actuaries (ASPPA) released a new educational certificate, The Employee Stock Ownership Plan (ESOP) Administration Certificate.

ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).

Redhawk Wealth Advisors Inc. selected ExpertPlan to provide recordkeeping and administrative services for the advisory firm’s qualified retirement plan business.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.

Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.

Large defined contribution (DC) plans with more than $5 billion in assets are likelier to stay with a recordkeeper for at least seven years, a report found.

 Targeted at small businesses, 401KAdministrationServices.com provides specialized full-service 401(k) plan recordkeeping services.  

Social media offers an opportunity to build your brand. But send a seemingly innocent tweet – or “like” the wrong Facebook page – and you could step into...

One-third of all 401(k) plan participants in plans recordkept by Vanguard invested their entire account balance in a professionally managed asset allocation and investment option in 2011.

J.P. Morgan Asset Management, with alliance partner FASCore, launched an offering to provide recordkeeping solutions to the small to midsize retirement plan market. 

 ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.   

BMO Global Asset Management has rebranding its defined contribution services business, now known as BMO Retirement Services.

J.P. Morgan Chase paid $384 million to American Century Investment Management after losing an arbitration over accusations of breaches related to the bank’s purchase of American Century.