Tag: Recordkeeping

Broadridge looks at the new fiduciary rule’s “far-reaching implications for the retirement plan participant experience” and how to avoid pitfalls.

The new program from PCS enhances advisers' ability to establish and demonstrate compliance with the DOL's fiduciary rule reform. 

The asset-weighted average expense ratio for defined contribution (DC) retirement plans is currently 0.42% versus the 2006 level of 0.57%, according to NEPC.

The platform gives financial advisers the ability to better service employers and employees, the company says.

Higher-ed faculty and staff can save more for retirement due to the lower fee structure that results from pooling the assets of many plans into a single multiple...

A participant in Safeway Inc.’s 401(k) plan is suing the plan sponsor, its benefits committee and its recordkeeper for breaching their fiduciary duties and/or engaging in ERISA prohibited...

VMS has added Mid Atlantic Trust Company as a trading destination and custody provider within its adviser and TPA network. 

As with the previous lawsuits, the complaints call out the large number of investment options offered to participants, high expenses for these investment options and the use of...

Attorneys point out that 403(b) plans have distinctions from 401(k) plans that cause them to have a different model.

SEI held a webinar looking at how DC plans are changing and what this means for plan sponsors

Another law firm has joined in the filing of lawsuits against major universities' 403(b) plan designs.

Voya hires retirement strategist; Multnomah Group hires new consultant; TIAA moving forward with EverBank acquisition; and more.

Enhancements to the current enrollment platform offer an even faster pathway for hesitant or time-pressed employees to start saving in their company’s retirement plan, the firm says. 

A new guide from Empower helps retirement plan advisers and sponsors check on the data security practices of recordkeepers.

However, the two firms have established a long-term strategic marketing relationship under which Ameritas will provide 401(k) products and services through Guardian's agency system.

The new additions expand the geographic presence of the platform.

The personalized video and online calculator are both focused on retirement income.