Tag: Recordkeeping

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.

Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.

The Hartford Financial Services Group is introducing investment options from three faith-based investment fund families into its retirement plans.

MassMutual Retirement Services said it enhanced product, pricing, and process in order to help retirement plan advisers and third-party administrators (TPAs) in the $5 million and under market.

Fidelity Investments has released a new bundled 401(k) platform distributed through registered investment advisers (RIAs).

A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.

Michael G. Johnson has been hired as regional vice president, Atlanta, at John Hancock Retirement Plan Services (RPS).

The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.

At its investor meeting last week in New York City, The Hartford Financial Services Group, Inc., announced a new organizational structure the firm said would help to execute on key...

New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...

The Standard has announced the appointment of four new pension consultants to its Retirement Plans Sales team.

Fee-based retirement advisers can now work with Paychex Retirement Services, which previously only worked with commission-based advisers.

Folio Institutional and Alliance Benefit Group Carolinas have teamed up to offer Folio(k).

Two providers have teamed up to offer a new 401(k) services.