Tag: Recordkeeping

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.

Equity Administration Solutions, Inc. (EASi), an independent stock plan management software company, released the first of three planned releases for 2009.

The SPARK Institute has announced additions to its Q&A Web site regarding its 403(b) Plans Information Sharing Data Elements Best Practices.

DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.

The 403(b) Company offers a 403(b) Administrator service that can help sponsors get through Internal Revenue Service (IRS) and Department of Labor (DoL) plan audits.

Invesco Aim launched an enhanced Invesco Aim PlanForward Module 3 Benchmarking and Reviewing 401(k) Plans.

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

In addition to facilitating administrative and fiduciary functions, retirement plan data can help plan administrators decide on value-added plan features and services.