Tag: Recordkeeping

Pioneer Investments is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in providing plan fiduciaries with information on the reasonableness of fund fees.

The headlines last week were all about how new legislation had been introduced to cut down on the “leakage” from 401(k) plans. 

Bank of America Merrill Lynch’s Retirement & Benefit Plan Services quarterly report on plan participant contribution activities found many plan sponsors are using a combination of automated and...

Three things every adviser (and provider) wishes plan sponsors understood about recordkeeping conversions:  

Paychex, Inc., a provider of payroll, human resource, and benefits outsourcing solutions, has acquired ePlan Services, Inc., a provider of recordkeeping and administrative solutions to the defined contribution...

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

CPI Qualified Plan Consultants, Inc., added the Westcore Funds family of mutual funds to its retirement plan platform.

Beginning in April, plan sponsors will be able to produce plan menus that provide access to 20 strategies internally managed by Hedgeable.

Jackson National Life Insurance Company developed an online tool to help advisers build customized investment portfolios for their clients.  

Wells Fargo’s Institutional Retirement and Trust business has successfully completed all phases of its retirement systems conversion.

Transamerica Retirement Services announced the promotion of Jim Kais to vice president and director of Institutional Sales and Special Markets.

Connecticut Governor Dannel Malloy has named Catherine Smith, CEO of ING Retirement Services, as head of the state's Department of Economic and Community Development (DECD).

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

Consultants who advise plan sponsors on large-plan service provider selection said "cultural fit" and "brand strength" were two of the most important qualities to look for.

Recordkeeper BPAS has partnered with Fiduciary Benchmarks to provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to all BPAS clients.

Alliance Benefit Group Carolinas has become a division of Pentegra Retirement Services.

ExpertPlan, Inc. has been selected by GWN Securities, Inc. to provide a customized defined contribution and defined benefit retirement program to their national network of more than 700...

Nationwide Financial Services has turned to Charles F. Rolph as Director of Advanced Sales.

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.

More than 85% of the recordkeeping firms responding to a SPARK Institute poll said they plan to utilize the Institute’s information sharing standards and data records for retirement...