Tag: Recordkeeping

National Investment Managers, a nationally-based and regionally-operated retirement plan administration and investment management company, has agreed to acquire a book of approximately 500 balance-forward (not valued daily) retirement...

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.

The Online 401(k), a San Francisco-based provider of full-service Web-based 401(k) plans for small and single-proprietor businesses, expanded its payroll reach in Q3.

A new by the Principal Financial Group found that among the 75% of plan sponsors jobbing out the recordkeeping for their nonqualified deferred compensation (NQDC) plans, 92% are...

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Benefits consultant and service provider McCready and Keene has unveiled a recordkeeping platform aimed at small-sized clients.

A Charlotte, North Carolina, third-party administrator and recordkeeper has unveiled a redesigned Web site, including an adviser center.

Jersey City, New Jersey-based investment management firm Lord, Abbett & Co. announced Wednesday it is getting out of the small-401(k) market to concentrate on its defined contribution investment-only...

Rocky D'Alessandro joined the Advisor Service Team at Alliance Benefit Group (ABG) Carolinas, a third-party retirement plan administration and recordkeeping firm.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.

The number of participants who increased their contributions still outpaces the number who decreased contributions, according to Vanguard.

Despite fears that participants would flee their workplace retirement savings plan during the worst of the 2008 market turmoil, many defined contribution participants did nothing at all.

Brian Mineweaser has joined DST Retirement Solutions as director of new business development.

SunGard has teamed up with iShares to launch a solution to help advisers and third-party administrators (TPAs) incorporate exchange-traded funds (ETFs) as standard options in defined contribution plans.

CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...

McCready and Keene announced it offers custom risk-based and age-based portfolios within the same retirement plan, utilizing an asset allocation strategy composed of a plan's core fund lineup.

Ascensus, a Dresher, Pennsylvania-based recordkeeper and benefit administrator, said it has expanded its trading capabilities.

SunTrust has released a 401(k) program aimed at business with 100 or fewer employees.