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.
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...
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...
Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.
Transamerica Retirement Services introduced a new plan management program to help financial advisers, third party administrators, and plan sponsors better administer employer-sponsored retirement plans.
Putnam Investments has made changes to senior roles on its defined contribution team, in what Edmund F. Murphy, III, Managing Director, Head of Defined Contribution, called “the...
Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...
Lincoln Financial has contracted with DST Retirement Solutions, a provider of retirement plan recordkeeping software, to enhance its recordkeeping and administrative services platform for plan sponsors, participants, and...
ASPire Financial Services has added to its recordkeeping platform a VALIC product that it says offers participants a strong financial foundation, competitive yields, and greater assurance.
With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and...
The Hartford is restructuring its Wealth Management unit, breaking it into four segments: global annuities, mutual funds, retirement plans, and individual life, under wealth management president David Levenson.