Tag: Recordkeeping

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.

ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that...

Mercer announced Wednesday it is expanding sales of its defined contribution administration services to add distribution through the adviser channel.

DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.

Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.

ADP Employer Services today introduced ADP ACCESS, a retirement program that combines a financial adviser with ADP's 401(k) plan recordkeeping services.

Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.