Ascensus to Offer LPL Financial 3(38) Solution
The solution is aimed at simplifying retirement plan delivery for small employers.
Tag: Recordkeeping
J.P. Morgan Retirement Link Offers More Options
Plan sponsors and participants can access a library of interactive tools to help participants prepare for potential challenges such as health care costs in retirement, college savings and...
Fiduciaries of Small 401(k) Targeted in Excessive Fee Suit
The lawsuit argues that even a 114-participant, $9 million dollar 401(k) plan can get lower fees on investments and services.
No Sign of Slowdown in ERISA Suits with BB&T Complaint
BB&T Corporation finds itself in the crosshairs of an increasingly active law firm that has dived headlong into filing big-dollar complaints under ERISA.
SPARK Plans Data Security Certification for Recordkeepers
“I think having the certification will be a requirement in RFP searches. It will streamline our RFP process,” says Mike Volo, senior partner at Cammack Retirement Group.
Participants Report Low Levels of Trust in Recordkeepers, Advisers
The way retirement plan participants are communicated with drives higher trust levels.
KTRADE Adopts iJoin’s Participant Analytics Tool
iJoin offers quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.
Firms Partner to Provide DC Retirement Plan Platform
Folio Institutional and KTRADE now offer advisers and their DC plan sponsor clients high value, enhanced retirement plan administration, investment selection and fiduciary liability management services
Reenrollment Seen as the Next Step After Auto Enrollment
It gets participants' portfolios on track and presents an opportunity to select lower-cost funds.
New Name and New Thinking at ‘Empower Institutional’
Empower Retirement has realigned and renamed its FASCore recordkeeping business to enhance retirement plan services for institutional clients.
Lawsuit Accuses Chevron of Not Using Negotiating Power for 401(k) Fees
The lawsuit also questions Chevron's failure to use a stable value fund, collective trusts or separate accounts.
Pershing Reveals New Recordkeeping Partners
Pershing LLC announced the addition of two new recordkeepers as part of the continued expansion and enhancement of its Retirement Plan Network.
Segal Charts the Multiemployer DC Plan Market
The firm says multiemployer DC plan trustees can benchmark their plans against Segal’s client database.
Securian Automates 401(k) Changes
The company will generate a change file and send it to payroll providers without the plan sponsor having to get involved.
10 Technological Developments of 2015
Mobile application development figured largely throughout the year.
PANC
2015 PLANADVISER National Conference
Value First: Enhancing your profitability and service offering
PLANSPONSOR Defined Contribution Survey
Each year our sister publication PLANSPONSOR releases a much-anticipated update to its Defined Contribution Survey, acknowledged as one of the leading retirement planning industry snapshots.