Tag: Recordkeeping
MassMutual: Women More Likely to Seek Help from Advisers
A survey conducted by MassMutual’s Retirement Services Division found differences in how men and women like to invest, and where they like to go to for advice.
research
Putting the Pedal to the Mettle
Advisers look beyond performance in making fund selection but not much further
Fidelity Says Participant Balances Gained Good Ground in 2009
Fidelity Investments' 401(k) highlights from 2009 showed that many participants recouped much of their losses from 2008.
Consultant Choice Affects Investment Strategy at DC Plans
A study affirms the idea that defined contribution (DC) plans could end up with differing plan design features and results depending on the choice of service providers such...
BofA Merrill Lynch: Retirement Participants Boost Savings
401(k) participants took positive savings actions within their retirement savings plans in Q4 and throughout 2009, according to the latest quarterly report from Bank of America Merrill Lynch.
TIAA-CREF Offers Form 5500 Service for 403(b) Plans
TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.
MassMutual Adds to Sales Team in South/Central Division
Dan Caple has joined MassMutual's Retirement Services sales team in the South/Central Division.
ING Program to Help Advisers, TPAs Build Businesses
ING’s U.S. Retirement Services business has unveiled a business-building program for advisers, consultants, and third-party administrators (TPA) for small- and mid-sized corporate retirement plans.
Ascensus Names VP for Rocky Mountain Region
Ascensus has bolstered its sales force with an additional Regional Vice President, Josh Haynes, who will focus on the company’s "Rocky Mountain" territory.
Participants More ‘Into’ Retirement Savings
MassMutual's Retirement Services Division released data indicating that participants in its retirement plans are taking a calmer, longer-term approach to their retirement saving plans.
Tampa Recordkeeper Rebrands
Tampa, Florida-based 401k ASP has announced a name change, which the company said will better reflect its expanding product lineup.
Wasatch Funds Added to CPI Platform
CPI Qualified Plan Consultants, Inc., said the mutual funds of Wasatch Funds have been added to its retirement plan platform.
RiversEdge Kicks Off Recordkeeping Operations
RiversEdge Advanced Retirement Solutions, an independent provider of defined contribution recordkeeping, consulting, and administrative services, has begun operations in Pittsburgh, Pennsylvania.
First Mercantile Names Regional Sales Director for Southeast
Scott Gardner joined First Mercantile's national sales team effective today as regional sales director for its Southeast region, the company announced.
T. Rowe Reaffirms Target-Date Strategy
Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.
Fidelity Says 401(k) Match is Coming Back
Fidelity reported that more than a fourth of companies that cut their 401(k) match are now reinstating the match programs as the economy shows signs of recovery.