Tag: Recordkeeping

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...

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

American United Life Insurance Company (AUL), a OneAmerica company, has appointed Donald W. Barden as Southeast regional sales director in the Atlanta Retirement Services office.

Nationwide Financial Services, Inc. has created a specialized sales team to provide retirement income solutions for fee-based advisers.

The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.

First Mercantile, a Memphis, Tennessee, provider of 401(k) plans, has unveiled a customizable enrollment meeting service.

Transamerica Retirement Services has hired Chad Brown as regional vice president in the company’s southern region to oversee all sales and distribution activities in western and central Texas....

TIAA-CREF has unveiled its Spanish-language initiative to increase U.S. Hispanics/Latinos’ access to retirement-planning information and tools, including a new Spanish-language Web site.

I participate in a number of LinkedIn groups (and “sponsor” a couple).  

Bank of America Merrill Lynch has enhanced and renamed its small business retirement plan platform, MLConnect, to” more closely align with small business owners’ evolving challenges and priorities.”

Matthew A. Savage, has been appointed Senior Business Development Manager of Strategic Insight, focused on the qualified plan marketplace.

CNM LLP, an independent accounting and advisory services firm, has announced the expansion of its Employee Benefit Plan Audit practice to include 403(b) plan audit services for nonprofit...

Great-West Retirement Services has appointed Pat Fields as regional sales director for northern California.

Transamerica Retirement Services has hired Linda Kurz as regional vice president in the company’s Southern Region.