Tag: Recordkeeping

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

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.

Office Depot chose Fidelity Investments to provide it with benefits administration services.

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.

EPIC Advisors, a 401(k) plan recordkeeping firm, has appointed Carolyn Richardson as a sales consultant. 

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...

CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.  

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.

Paychex Inc. may have influenced a 401(k) plan’s investment lineup, but did not make the ultimate decision about which fund options to offer participants, a federal judge has...

David Tyrie is joining Bank of America Merrill Lynch to lead Personal Retirement Solutions.

The Hartford Financial Services Group has named Sharon Ritchey executive vice president of retirement plans.

 As new retirement income solutions continue to come to market, an industry organization has been working on how to track and report on those accounts.

Bank of America Merrill Lynch has expanded its Retirement & Philanthropic Services (RPS) group with the addition of two new members, one focused on the small business segment...